About The Position

We’re looking for a strategic, collaborative Field Director to join our Integrated Firm Field Engagement Team (IFET). This role partners with Market Executives and Financial Advisors to deliver integrated solutions that bring the firm’s full global and institutional capabilities to clients.

Requirements

  • Strong Wealth Management experience; field and advisor engagement preferred
  • Collaborative leader with the ability to influence across teams
  • Strategic thinker with strong execution skills
  • Series 7 & 63 (or equivalent)
  • ~25% travel

Nice To Haves

  • Familiarity with Workplace and Institutional capabilities a plus

Responsibilities

  • Partner across Wealth, Workplace, and Institutional teams to deliver holistic client solutions
  • Identify and activate new growth opportunities across the firm’s platform
  • Embed institutional thinking into advisor practices and local market strategies
  • Lead 1:1 advisor engagements, book reviews, and opportunity development
  • Drive adoption of firm initiatives with measurable field impact
  • Facilitate strategy sessions, market calls, and advisor forums

Benefits

  • Medical
  • Prescription Drug
  • Dental
  • Vision
  • Health Savings Account
  • Dependent Day Care Savings Account
  • Life Insurance
  • Disability and Other Insurance Plans
  • Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually)
  • 10 Paid Holidays
  • 401(k)
  • Short/Long Term Disability

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What This Job Offers

Job Type

Full-time

Career Level

Director

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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