VP, Advisor Growth & Development

EPC Eneric Petroleum Corp.; West Des Moines (IA); Hybrid; USD 120,000 - 230,000; Full time

Job summary

Cambridge Investment Group, Inc. is seeking a strategic leader to drive advisor growth and development at the Jordan Creek branch in West Des Moines, IA.

The VP, Advisor Growth and Development will coach financial professionals, recruit top talent, and align business plans with regulatory requirements within the OSJ framework. This role focuses on strengthening client service, expanding revenue, and collaborating across teams to implement growth initiatives while ensuring compliance and a high

Qualifications

• Advanced experience in growth, development, consulting, and recruiting within financial services.
• Strong coaching/mentoring abilities for financial professionals.
• Deep knowledge of investment products, financial planning, and wealth management.
• Ability to develop and execute actionable business development strategies.

Responsibilities

• Develop and execute plans for organic revenue growth, advisor engagement, and product diversification.
• Identify cross-sell opportunities and recruit new advisor relationships.
• Retain advisor relationships and support branch growth through coaching and training sessions.
• Oversee OSJ Designees and ensure regulatory compliance, licensing, and supervision.
• Collaborate with OSJ Designees and advisors to implement new policies and strengthen relationships.
• Monitor branch performance, retention, and service standards; contribute to budgeting and planning.

Skills

Growth strategy

Coaching

Recruiting

Relationship management

Financial services knowledge

Job description

Job Summary Jordan Creek Financial Solutions is an independent firm that seeks to be an advisor's caring advocate, providing the support they need to run their business while also providing compliance and regulatory oversight as an Office of Supervisory Jurisdiction. Our comprehensive partnership is focused on unparalleled service and comprehensive business solutions within Jordan Creek and with the support of financial solutions firm Cambridge Investment Group, Inc. The Vice President, Advisor Growth and Development is a strategic leader responsible for driving the success of our Jordan Creek branch, located in West Des Moines, IA. This role proactively manages relationships with financial professionals (FPs) and clients. The Practice Leader will develop and execute actionable plans to support branch growth, with a primary focus on helping financial professionals expand their practices through business growth strategies, coaching, and consulting. Additional responsibilities include enhancing sales and product knowledge within the branch, as well as recruiting, developing, and retaining top financial professionals. Serving as a trusted partner, this leader will foster a culture of growth, collaboration, and client service excellence within the Jordan Creek office and affiliated banks.

Key Deliverables and Responsibilities

• Develop and deliver actionable plans on organic revenue growth, platform adoption and product diversification in order to meet enterprise goals and to create an exceptional advisor experience
• Develop new recruiting leads through proactive outgoing solicitations, identifying cross-sell opportunities for current relationships through proper customer profiling and needs-based selling
• Retain advisor relationships demonstrating how their businesses will benefit from the relationship with the firm; interfacing with team members and other departments to meet client needs
• Be a trusted resource for advisors with regards to business strategy, industry changes, and branch office growth including, but not limited to, planning regular visits to advisors in offices to strengthen the relationship with the firm, and providing training sessions as appropriate
• Oversee high level problem resolution to provide mutually beneficial solutions to challenging situations
• Interface internally and externally in a professional and courteous manner to act as an advocate for the advisor and to achieve performance objectives
• Develop and implement advisor-centric strategic initiatives regarding company and departmental policies and procedures in order to correct gaps and deliver exceptional advisor experiences
• Oversee the Office of Supervisory Jurisdiction (OSJ) Designees by reviewing escalated Direct Report correspondence, securities activities, FINRA/Insurance licensing, Outside Business Activity (OBA) reports, daily trade blotters, and any other reports to ensure supervisory review of Direct Reports in assigned regions
• Maintain an understanding of the Enterprise's revenue and profitability targets and firm level goals, comprehensive knowledge of key industry topics, internal programs, departmental procedures, regulatory requirements and firm policy
• Collaborate with Office of Supervisory Jurisdiction (OSJ) Designees and advisors with communicating new policies and procedures, sharing information about Cambridge and providing input in order to strengthen relationships with advisor offices
• Supervise personal securities activities of OSJ Supervisor Designees and serve as an escalation contact for OSJ Supervisor Designees and advisors.
• Drive overall branch effectiveness and Financial Professional retention by monitoring associate morale and work quality, recruiting staff as .
• Develop and direct strategic initiatives regarding company and departmental policies and procedures in order to improve service standards for internal and external customers
• Participate in business planning, resource allocation, and budgeting related to areas of responsibility
• Maintain accurate records and document actions for areas managed including associations and advisors

What We Are Looking For

The ideal candidate brings advanced experience in growth, development, consulting, and recruiting within the financial services industry, with a proven track record of growing financial professionals' businesses. They have a strong background in coaching, mentoring, and advising financial professionals to achieve their goals, coupled with in-depth knowledge of investment products, financial planning, and wealth management solutions. The candidate demonstrates the ability to develop and execute actionable business development strategies, recruit and retain top talent, and foster strong relationships and collaboration among financial professionals, clients, and internal teams.

Certifications

• Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses are required.

Why Cambridge?

Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

• paid time off
• paid holidays and floating holidays
• medical
• dental
• vision coverage
• short- and long-term disability
• company-paid life insurance
• volunteer time off
• wellness incentives
• additional benefits that support you both personally and professionally

You can find more details about our comprehensive benefits package here. #LI-BF2 #LI-Hybrid

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package
• medical
• vision
• dental
• life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Cambridge Overview

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

At Cambridge, we're not just offering a job - we're inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you'll have everything you need to thrive. Learn more about working at Cambridge here.

Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you'll always feel part of something bigger. Discover our culture here.