Senior Vice President, Wealth Management

OneDigital • Greensboro, NC

4d

About The Position

The Senior Vice President, Wealth Management serves as a senior advisor and growth leader within OneDigital’s Wealth practice. The role leads complex client engagements, drives new revenue, deepens existing relationships, and contributes strategic expertise across financial planning, investments, and client experience. It uses knowledge of financial planning, insurance, investments, and retirement solutions to build and maintain client relationships through referrals, educational workshops, and participant meetings. The position operates with a high degree of independence while collaborating with branch, market, regional, and national teams to support enterprise growth and adoption of OneDigital’s platform.

The role advises a sophisticated and diverse client base, delivers advanced financial planning and investment management, and provides guidance on complex planning scenarios, tax strategies, retirement readiness, risk management, and generational planning. It is responsible for a premium, proactive client experience and serves as a strategic resource to internal teams.

The position drives client acquisition through prospecting, referrals, centers-of-influence partnerships, and networking; manages a disciplined sales pipeline; and identifies cross-line opportunities with Retirement, Executive Benefits, and Workplace specialists. It leads with a financial-planning-first approach and oversees investment strategies, portfolio construction, rebalancing, and ongoing planning adjustments in accordance with client objectives, firm standards, and compliance requirements.

As a senior member of the Wealth practice, the role contributes to practice and enterprise initiatives, models OneDigital standards, and mentors junior and mid-level advisors. It also maintains compliant client records, updates Salesforce and planning systems, and follows operational policies and regulatory requirements. Business travel may be up to 25%.

Requirements

• 15 or more years of experience in financial advisory services.
• Must be licensed to allow registration as an Investment Adviser Representative (IAR) of OneDigital Investment Advisors.
• Proven track record of exceeding sales goals.
• Strong understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and make decisions independently.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Demonstrated discipline maintaining a sales pipeline and client information in a CRM.
• Proven ability to multitask and manage priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, including the ability to adopt new solutions and interpret the impact of new laws for prospective clients.
• Ability to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.

Nice To Haves

• Bachelor’s degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in wealth management sales.
• Experience with Salesforce is preferred.
• Experience with MoneyGuidePro financial planning software is preferred.

Responsibilities

• Serve as senior advisor to a sophisticated and diverse book of clients, providing advanced financial planning, investment management, and holistic advisory support.
• Advise on complex planning scenarios, tax strategies, retirement readiness, risk management, and generational planning.
• Manage the full client relationship through exceptional service, proactive communication, and a premium client experience.
• Provide internal teams with guidance on nuanced client situations and planning strategies.
• Drive new client acquisition through prospecting, referral cultivation, centers-of-influence partnerships, and professional networking.
• Develop and maintain a disciplined sales pipeline using OneDigital’s CRM standards and sales processes.
• Represent OneDigital in prospect meetings, presentations, and competitive opportunities.
• Identify cross-line opportunities and work with Retirement, Executive Benefits, and Workplace specialists to expand client relationships and OneDigital’s enterprise presence.
• Ensure investment recommendations are grounded in comprehensive client planning and goals.
• Oversee investment strategies, risk-aligned portfolio construction, rebalancing, and ongoing planning adjustments.
• Make recommendations consistent with firm standards, compliance requirements, and client objectives.
• Partner with investment, financial planning, and operational teams to support accurate, cohesive plan execution.
• Contribute expertise on client trends, product capabilities, planning methodologies, and operational improvements within the Wealth practice.
• Collaborate on national Wealth initiatives, process enhancements, platform adoption, and enterprise projects as appropriate.
• Model OneDigital standards for platform use, pricing discipline, CRM hygiene, and compliance.
• Mentor and coach junior and mid-level advisors and share best practices in client service, planning, pipeline management, and professional development.
• Support team onboarding when requested and contribute to a collaborative local culture.
• Maintain organized documentation of client communications, planning decisions, and deliverables in accordance with compliance standards.
• Update Salesforce and planning systems accurately and promptly.
• Follow OneDigital operational policies, workflows, and regulatory requirements, and help elevate team standards.
• Maintain regular and predictable attendance and travel for business as needed, up to 25%.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts may be available.
• Some roles may be eligible for variable compensation, commission, and/or annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed