Take charge of advisor innovation with Richardson Wealth as VP of Advisor Experience & Programs. This role is crucial for designing programs that enhance both advisor and client experiences.
Working with the SVP, you will create strategic programs that elevate advisor skills and improve client interactions. This includes developing training curricula, establishing measurement frameworks to assess program effectiveness, and engaging with various internal stakeholders for optimal coordination in driving results.
Key Responsibilities:
• Lead development of comprehensive advisor training programs
• Define competency frameworks for effective assessment
• Collaborate with teams to enhance advisor productivity
• Manage change initiatives impacting advisor operations
• Oversee communication strategies for advisor engagement
Requirements:
• Proven partnership with advisor teams and distribution leadership
• Experience executing change management plans
• Capabili...