VP Wealth Management Advice & Product Specialists

Empower • Overland Park, KS

2d • $187,000 - $271,150

About The Position

The Vice President, Wealth Management Advice & Product Specialists provides strategic leadership for an enterprise advisor enablement organization. The organization enhances Financial Advisors’ effectiveness through specialized expertise in wealth management products, advisory platforms, financial planning strategies, investment solutions, and consultative client growth support. This role establishes the organization’s long-term vision, operating model, governance framework, strategy, talent model, and performance standards. It partners with executive leaders across Wealth Management and supporting functions to strengthen advisor capabilities, increase adoption of advisory solutions, improve client outcomes, and drive profitable business growth. The position is an internal advisor enablement leadership role and does not provide investment advice directly to clients or maintain client relationships.

The Vice President leads the organization’s strategy and operations, including organizational design, workforce planning, service delivery models, consultation standards, performance measurement, budgeting, and resource allocation. The role develops scalable practices that support advisors in client growth, retention, and servicing, while ensuring consistent, compliant, high-quality consultative support across markets. It also leads transformation and change initiatives, uses analytics to optimize performance, and communicates strategy and results to executive leadership.

Applicants must be authorized to work for any employer in the U.S.; visa sponsorship or transfer is not available. For remote and hybrid positions, employees must provide reliable high-speed wired internet and a suitable home workspace. Other necessary computer equipment will be provided; employees may be required to work in the office if their home work environment or internet connection is inadequate.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
• At least 12 years of progressive experience in wealth management, investment advisory, advisory platform management, product management, financial planning, advisor consulting, client growth enablement, or related financial services.
• At least 8 years of progressive leadership experience leading managers and professional organizations.
• FINRA Series 7, Series 24, and Series 65/66 licenses, or equivalent.
• FINRA fingerprinting is required.
• CFP®, CFA®, CIMA®, ChFC®, or an equivalent advanced wealth management designation.
• Authorization to work for any employer in the U.S.; employer sponsorship or transfer of an employment visa is unavailable.

Nice To Haves

• MBA or other advanced business degree.
• Demonstrated experience leading multiple teams through subordinate leaders.
• Demonstrated success developing organizational strategy and leading enterprise-wide business transformation initiatives.
• Extensive knowledge of wealth management products, managed accounts, advisory platforms, retirement planning, investment solutions, lending solutions, and financial planning methodologies.
• Demonstrated ability to influence executive leaders across multiple business functions.
• Experience establishing organizational governance, operating models, performance management frameworks, and workforce strategies.
• Strong financial management, strategic planning, organizational leadership, and executive communication skills.
• Experience leading enterprise advisor enablement, product consulting, advisory platform strategy, or client growth enablement organizations.
• Experience leading large-scale organizational change within Wealth Management or Financial Services.

Responsibilities

• Establish the long-term strategic vision and multi-year roadmap for the Wealth Management Advice & Product Specialist organization.
• Lead an enterprise advisor enablement organization supporting Wealth Management growth objectives.
• Develop strategies to improve advisor productivity, advisory solution adoption, and client outcomes.
• Define operating models, governance standards, organizational structure, service delivery models, and engagement frameworks.
• Translate enterprise Wealth Management strategy into scalable advisor enablement capabilities.
• Lead transformation initiatives that modernize advisor support, consultation models, and specialist services.
• Evaluate industry trends, competitive practices, advisor needs, and regulatory developments to evolve organizational strategy.
• Advise Wealth Management leadership on advisor enablement strategy, investment solution adoption, and organizational capability development.
• Build, lead, and develop the Advice & Product Specialist team; establish workforce strategy, succession planning, leadership development, organizational design, and talent management across multiple leadership levels.
• Allocate resources in alignment with enterprise priorities and changing business needs, and foster accountability, collaboration, innovation, continuous learning, and consultative excellence.
• Establish enterprise standards that support Financial Advisors in advisory client growth, retention, and servicing.
• Develop scalable consultation models and best practices for financial planning integration, product positioning, solution consultation, and holistic wealth management conversations.
• Ensure specialists provide consistent, compliant, high-quality consultative support across markets.
• Lead initiatives to improve adoption of advisory platforms, managed solutions, retirement planning strategies, lending solutions, and wealth management products.
• Partner with executive leaders across Wealth Management, Investments, Product Management, Advisory Platforms, Client Growth, Financial Planning, Marketing, Technology, Operations, Learning & Development, Risk Management, and Compliance on integrated advisor enablement strategies.
• Provide insights on advisor experience, product utilization, market trends, and advisor needs to influence enterprise strategy and platform enhancements.
• Establish governance frameworks, service standards, operating metrics, and performance scorecards.
• Define key performance indicators for advisor engagement and capability, consultation effectiveness, product adoption, organizational productivity, client outcomes, and business growth.
• Use analytics to optimize organizational performance, prioritize investments, and identify strategic opportunities.
• Lead annual business planning, financial planning, budgeting, workforce planning, and resource allocation.
• Ensure compliance with regulatory requirements, internal policies, supervisory expectations, and risk management standards.
• Communicate organizational strategy, business results, and advisor enablement outcomes to executive leadership.
• Represent the organization in governance committees, strategic planning initiatives, and enterprise transformation efforts.
• Lead organizational change initiatives supporting evolving Wealth Management strategies and advisor business models.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment with the option to wear jeans.
• Paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
• Paid volunteer time of 16 hours per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all.

What This Job Offers

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