EPG Strategic Growth Partner

About the role

The role of the EPG Strategic Growth Partner - New Advisor Development is to expand the firm's executive leadership presence through the appointment and development of Chief Development Officer and Internship Development Officer. This role provides counsel to high-level leaders responsible for new advisor acceleration to create scalable and sustainable best practices to support retention, and productivity per. Primary Duties & Responsibilities: Build and Execute on a Chief Development Officer strategy to focus on growing the firm's U5 FYC - Advise on the implementation of all initial and on-going training and development for the U5 - Implement strategic initiatives to aid in development, productivity and retention of the U5 - Install cadence of reporting to increase awareness, alignment, and accountability - Hire, train and develop talent to support U5 productivity metrics - Host District Office Strategy sessions 8x per year with MP/MD/CFO to aid in rapid leader development - Lead quarterly offsites to drive toward 100% goal achievement - Drive engagement in monthly executive leadership team meetings for additional accountability and insight - Collaborate with EPG CLO to identify and develop emerging leaders in the U5 space Build and Execute on an Internship Development Officer strategy to deliver a consistent and predictable output of conversion talent - Advise on the implementation of all initial and on-going training and development for the internship program - Implement strategic initiatives to aid in development, productivity and retention of the interns - Install cadence of reporting to increase awareness, alignment, and accountability - Hire, train and develop talent to support internship productivity metrics - Drive engagement in monthly executive leadership team meetings for additional accountability and insight EPG & Performance Team - Uplevel and evolve EPG and Performance Team mindset, philosophies, methods and processes within the CDO realm to remain on the leading edge of the system and drive U5 FYC - Influence the entirety of the field through strategic sharing of tools to drive system-wide performance measures Leverage CDO playbook to enshrine strategies and tactics that drive record-setting performance and grow AIM Results - 100% Goal Achievement/Increase of U5 FYC - 100% Goal Achievement/Increase of Intern Conversions - 100% Goal Achievement/Increase of Intern Premium

Requirements

• Minimum 8 years of progressively responsible work experience emphasizing decision making, finance, consultation, influence, and communication.
• Ability to work collaboratively in a team environment.
• Exceptional analytical and problem-solving skills.
• Ability to critically and logically evaluates costs, risks and benefits of alternatives before coming to a solution.
• Demonstrated ability to anticipate and respond quickly and creatively to change and shifting, sometimes competing, priorities.
• Comfort operating through risk and uncertainty in a high- volume work environment.
• Regular travel, 25% or more to client sites/field locations.
• Compensation Range:
• Pay Range - Start:
• $160,000.00
• Pay Range - End:
• $240,000.00
• Geographic Specific Pay Structure:
• Structure 110:
• Structure 115:
• Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

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