IFET Field Director - Strategic Field Leadership Role (VP or SVP)
About The Position
Position Overview The IFET Field Director serves as a strategic leader and field partner on the Integrated Firm Field Engagement Team (IFET). This individual is responsible for partnering closely with Market Executive teams, workplace business development partners, and SCM to deliver the integrated firm to both individual wealth and private wealth clients. The Field Director will educate clients and advisors, identify and activate prospects, and unlock business opportunities across all non-personal wealth capabilities of the firm, ensuring seamless delivery and activation of the firm’s institutional offerings. Purpose & Impact The Field Director leads from the front, ensuring Financial Advisors (FAs) and Market Executive Teams are equipped to deliver the full firm to clients. As a trusted partner, this role helps the field recognize and activate existing institutional opportunities, fostering a culture of collaboration, education, and growth.
Requirements
- Proven leadership experience in financial services or related fields (5–7 years).
- Deep understanding of field dynamics and institutional solutions.
- Exceptional relationship-building, communication, and strategic problem-solving skills.
- Ability to operate with clarity and purpose in evolving environments.
Responsibilities
- Partner closely with Market Executive teams, workplace business development partners, and SCM to execute strategic priorities and deliver integrated solutions to individual and private wealth clients.
- Educate clients and advisors about the firm’s non-personal wealth capabilities and institutional offerings.
- Identify and activate new and existing clients and prospect business opportunities, driving engagement across the firm’s diverse capabilities.
- Champion the firm’s integrated strategy by aligning field execution with enterprise priorities.
- Develop and drive business plans that reflect regional goals and field realities.
- Lead with intentionality—ensuring every engagement is purposeful and outcome-driven.
- Activate advisors by conducting targeted 1x1 sessions to uncover opportunities, guide solution delivery, and deepen institutional thinking.
- Execute the Full Market Engagement Model: Market Strategy Partnership: Meet with the Market Executive Leadership Team to review institutional opportunities and co-develop a tailored market strategy.
- Field Activation: Share relevant data and insights, and actively participate in both Zoom and in-person market meetings to reinforce strategic priorities.
- Advisor Engagement: Conduct targeted 1x1 sessions with advisors to uncover opportunities, activate institutional capabilities, and guide solution delivery.
- Conduct monthly follow-ups with the Market Executive Team to review progress, refine strategy, and ensure continued momentum.
- Partner deeply with Market Executives to embed institutional thinking into local strategy.
- Serve as a connector—assembling cross-divisional “dream teams” to support complex client needs.
- Roll out firmwide initiatives with precision, ensuring field adoption and impact.
- Lead deep-dive book reviews and segmentation efforts to surface growth opportunities.
- Facilitate market calls, strategy sessions, and advisor forums that drive institutional activation.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
