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Adhesion Wealth Advisor Solutions
Charlotte, NC, United States
Job Description: Job Description: AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. The Job/What You'll Do: Adhesio
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Job Source: Wells FargoConfidential
Huntersville, NC, United States
Vice President, Structured Products About the Company Well-established credit asset management firm Industry Financial Services Type Privately Held, VC-backed Founded 1994 Employees 501-1000 Categories Asset Management Consulting & Professional Services Financial Services Finance Investment Banking Other Investment Firms Credit Venture Capital Fin
Job Source: ConfidentialCharlotte, NC, United States
Vice President & Head of Wealth Management, Product Communications, Marketing & Training
About the Company
Globally-recognized financial services firm
Industry
Financial Services
Type
Public Company
Founded
1894
Employees
5001-10,000
Categories
Financial Services
Investment Management
Consulting & Professional Services
Specialties
Financial Planning and Investment Services
Business Classifications
B2B
Enterprise
About the Role
The Company is in search of a Vice President, Head of Wealth Management Product Communications, Marketing, and Training to take on a strategic leadership role. The successful candidate will be responsible for providing direction across a wide range of product categories and strategies, spanning various product lines including advisory, capital markets, alternatives, 3rd party, retirement, and banking. This role involves leading a global team to create and execute marketing and sales campaigns, drive training initiatives for advisors, and ensure effective communication of product features and changes to support growth and adoption. The Vice President will also be tasked with leading projects, maintaining industry awareness, and managing budgets to identify and address challenges and opportunities.Applicants must have a minimum of fifteen years of experience in wealth management solutions, with a strong background in marketing, communications, and training for investment, banking, and lending products. The role requires the ability to work strategically, across the organization, and in multi-channel, data-driven environments. A Series 7 & 24 license is mandatory, and a Bachelor's degree or equivalent experience is required, with a Master's degree being preferred. The ideal candidate will have a proven track record of leadership, the ability to think creatively and drive innovation, and a focus on continuous improvement. They should be adept at building collaborative relationships, influencing in a matrixed environment, and managing through change, with a strong emphasis on maximizing relationships and effective communication.
Hiring Manager Title
Executive Vice President of Wealth Management Solutions
Travel Percent
Less than 10%
Functions
Marketing
Finance
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Vice President & Head of Wealth Management, Product Communications, Marketing & Training jobs in Charlotte, NC, United States
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