The Sr. Vice President has local and regional responsibility for multiple highly complex clients. This Sr. Leadership role reports directly to the Northeast Regional Managing Director. This is an exciting opportunity to shape strategy & expand Influence in the Northeast. This newly created position for the Northeast region offers a unique opportunity to develop a strategic vision and cultivate a powerful network in an area experiencing consistent and dynamic growth. As a key leader, you will build, innovate, and drive meaningful impact, positioning yourself at the forefront of regional success. This is a hands-on role; you are the driver, supporter and implementor. Manages new and existing clients, maintains strong relationships with key client stakeholders and carriers and is responsible for policy compliance and people management functions. This is a full-time, hybrid role based in Albany, NY. While you will have flexibility in your work schedule, a significant number of Advisors and clients are located in and around the NYC tri-state area, making periodic client visits within the region essential. For this reason, it is highly beneficial to be located in the NYC tri-state area and have the ability to travel as needed.
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Job Type
Full-time
Career Level
Senior