VP of Advisor Distribution & Growth (529 Programs)

Union Bank & Trust; Lincoln (NE); Hybrid; USD 130,000 - 210,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Union Bank & Trust is seeking a Head of Distribution-VP to lead advisor distribution, business development, and relationship management for the 529 programs across Alabama, Illinois, and Nebraska. You will guide a team of internal wholesalers and RM’s, drive growth, and shape distribution strategy through market insights and analytics.

The role requires deep knowledge of financial services distribution, strong presentation skills, and a track record of building advisor pipelines and expanding

Qualifications

• Bachelor's degree required; equivalent combo of education and experience considered.
• 10+ years in financial services distribution, sales or relationship mgmt with a track record of growth.
• Knowledge of 529 plans, investment products, advisor management, and market trends.
• Excellent presentation, public speaking, and communication skills; able to influence diverse audiences.
• Experience using sales metrics, analytics, and reporting to drive decisions.
• Experience leading dispersed, multi‑state sales teams; coaching and development.
• CRM proficiency, especially Creatio, and strong Office suite capabilities.

Responsibilities

• Develop and execute the strategic distribution and sales plan for the 529 division; set objectives, priorities, and growth initiatives.
• Lead the distribution function with coaching, performance management, and professional development.
• Oversee advisor segmentation, territory management, and sales execution across channels.
• Cultivate strategic relationships with financial advisors, RIAs, broker‑dealers, and home offices.
• Represent the organization in high‑level sales and advisory meetings; drive adoption and retention.
• Identify opportunities for growth through consultative sales and market expansion.
• Provide education and thought leadership on 529 plans to advisors and internal stakeholders.
• Develop and deliver advisor‑facing content, webinars, and presentations.

Skills

Advisor distribution

Sales leadership

Relationship mgmt

Strategic planning

Public speaking

Cross-functional

Education

Bachelor's degree in finance or related field

Tools

Creatio CRM

Microsoft Office

Job description

Union Bank & Trust is seeking a Head of Distribution-VP to lead advisor distribution, business development, and relationship management for the 529 programs across Alabama, Illinois, and Nebraska. You will guide a team of internal wholesalers and RM’s, drive growth, and shape distribution strategy through market insights and analytics.

The role requires deep knowledge of financial services distribution, strong presentation skills, and a track record of building advisor pipelines and expanding