Senior Vice President, Wealth Management

OneDigital • Greensboro, NC

1d

About The Position

This position 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 expertise in financial planning, insurance, investments, and retirement solutions to cultivate 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 adopt OneDigital’s platform to drive efficiency.

The Senior Vice President serves as the senior advisor for a sophisticated and diverse client book, delivering advanced financial planning, investment management, and holistic advisory support. The role drives client acquisition and business development, oversees investment and planning execution, contributes leadership and expertise across the Wealth practice, mentors other advisors, and maintains strong operational, documentation, and risk-management practices.

Requirements

• 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.
• Success with multitasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, including 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.
• Must be licensed to allow registration as an IAR of OneDigital Investment Advisors.
• 15+ years of experience in financial advisory services.

Nice To Haves

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

Responsibilities

• Serve as senior advisor for a sophisticated and diverse book of clients, delivering advanced financial planning, investment management, and holistic advisory support.
• Provide expertise on complex planning scenarios, tax strategies, retirement readiness, risk management, and generational planning.
• Steward full client relationships through exceptional service, proactive communication, and a premium client experience.
• Guide internal teams on nuanced client situations and planning strategies.
• Drive new client acquisition through personal prospecting, referral cultivation, centers-of-influence partnerships, and professional networking.
• Develop, maintain, and execute a disciplined sales pipeline using OneDigital’s CRM standards and sales processes.
• Represent OneDigital’s value proposition in prospect meetings, presentations, and competitive opportunities.
• Identify cross-line opportunities and collaborate with Retirement, Executive Benefits, and Workplace specialists to expand client relationships and OneDigital’s enterprise presence.
• Apply a financial-planning-first approach to investment recommendations, grounded in clients’ goals, needs, and long-term strategies.
• 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 ensure cohesive and accurate 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 The OneDigital Way through adherence to platform standards, pricing discipline, CRM hygiene, and compliance expectations.
• Mentor, coach, and advise junior and mid-level advisors; share best practices in client service, planning quality, pipeline management, and professional development.
• Support team onboarding when requested and contribute to a collaborative, high-performing local culture.
• Maintain organized documentation of client communications, planning decisions, and deliverables in accordance with compliance standards.
• Ensure accurate and timely updates in Salesforce and planning systems.
• Follow operational policies, workflows, and regulatory requirements while helping elevate team standards.
• Travel for business 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.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior