FVP, FourLeaf Financial Group

FourLeaf Federal Credit Union•Town of Oyster Bay, NY

38d

About The Position

The FVP, FourLeaf Financial Group serves as the key executive leader of FourLeaf Financial Group. This person leads the growth, performance, and talent development of FourLeaf Financial Group’s investment sales program and is responsible for the compliance and operational soundness of the business. This role is responsible for creating and executing the program’s sales and growth strategy, driving advisor productivity, recruitment to program head count expectations and cultivating a high‑performance sales culture that delivers exceptional value to members. This leader partners closely with FourLeaf leadership, LPL Financial, and cross‑functional business units to expand the program’s reach, strengthen advisor capabilities, and ensure sustainable long‑term growth.

Requirements

Bachelor’s Degree Preferred.
15 Years experience within financial services, with a strong background in investment program sales leadership, advisor management, or wealth management recruiting.
Certifications: FINRA Series 7/63/24 Life Accident and Health Insurance License.
States Certified: NY, NJ, FL, PA
Computer Skills: PC, Windows, Internet proficient and MS Office (Excel, Word, PowerPoint, Outlook, Teams).

Responsibilities

Lead the design and execution of a comprehensive sales strategy that drives advisor head count growth, production growth, enhances member engagement, expands product penetration, and ensures the investment program meets or exceeds revenue targets. Establish sales expectations, performance metrics, accountability models, and activity standards for financial advisors and sales support teams.
Drive proactive advisor recruiting efforts by building a targeted pipeline of experienced advisors and new‑to‑industry talent. In collaboration with HR, oversee candidate sourcing, interviewing, selection, and offer processes to ensure alignment with organizational goals, cultural expectations, and regulatory requirements. Establish and manage a structured onboarding framework that accelerates advisor integration and early productivity.
Provide ongoing leadership, coaching, and mentorship to advisors, emphasizing advanced sales techniques, practice management, book‑building strategies, business planning, prospecting, and member relationship deepening. Develop individualized performance improvement plans and long‑term development pathways to support advisor success.
Identify advisor book acquisition opportunities and provide financial analysis to executive leadership to facilitate purchases by FourLeaf.
Strengthen cross‑functional collaboration with retail banking, marketing, community engagement, and other business units to drive referral activity and create a cohesive member experience. Partner with Compliance to ensure sales practices align with regulatory expectations, program policies, and LPL guidance.
Oversee sales reporting, KPI tracking, production analytics, forecasting, and advisor production tracking. Analyze performance trends, identify growth opportunities, and provide senior leadership with insights and recommendations to support strategic planning and program optimization.