VP of Advisor Distribution & Growth

Union Bank & Trust Company; Lincoln (NE); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Union Bank & Trust Company is seeking a Head of Distribution-VP to lead advisor distribution for the Alabama, Illinois, and Nebraska 529 Programs. You will drive asset growth, engagement, and market expansion while directing a team of internal wholesalers and RMs across multiple channels.

The role requires deep knowledge of 529 plans, successful cross-channel sales leadership, and a demonstrated ability to develop strategic relationships with financial advisors, RIAs, and broker-dealers.

Qualifications

• Bachelor's degree required; related field acceptable with experience.
• 10+ years in financial services distribution, sales, or relationship management.
• Proven success in advisor distribution strategies and cross-channel collaboration.
• Knowledge of 529 plans, investment products, and advisor practice management.
• Strong presentation, public speaking, and communication skills.
• Experience using sales metrics, analytics, and reporting for decision making.
• Leadership experience of dispersed or multi-state teams preferred.
• CRM proficiency (Creatio preferred) and MS Office familiarity.
• Series 50 and 54 licenses preferred or ability to obtain.
• Familiarity with FA/RIA marketplace and advisor needs.

Responsibilities

• Develop and execute strategic distribution and sales plans for UBT 529 Division.
• Lead distribution function with coaching, performance management, and development.
• Oversee advisor segmentation, territory management and sales execution.
• Build strategic relationships with financial advisors, RIAs, broker-dealers, and home offices.
• Represent the organization in high-level sales and relationship meetings.
• Identify growth opportunities through consultative sales and market expansion.
• Provide education and thought leadership on 529 plans and advisor management.
• Deliver educational content: presentations, webinars, workshops for advisors.
• Design and oversee sales reporting, analytics, and CRM usage to optimize resources.
• Monitor market trends and legislative developments affecting distribution.

Skills

Strategic leadership

Relationship management

Public speaking

Sales strategy

Data analysis

CRM proficiency

Cross-channel distribution

Team coaching

Financial services knowledge

Advisor education

Education

Bachelor's degree in business/finance/marketing/economics

Equivalent education/experience

Tools

Creatio CRM

Microsoft Office Suite

Job description

Union Bank & Trust Company is seeking a Head of Distribution-VP to lead advisor distribution for the Alabama, Illinois, and Nebraska 529 Programs. You will drive asset growth, engagement, and market expansion while directing a team of internal wholesalers and RMs across multiple channels.

The role requires deep knowledge of 529 plans, successful cross-channel sales leadership, and a demonstrated ability to develop strategic relationships with financial advisors, RIAs, and broker-dealers.