Join Meridian as VP of Wealth Management, a hybrid role focused on guiding sustainable growth through advisor engagement and technological innovation. Lead the charge in transforming Wealth offerings.
In this critical leadership position, you will shape the future of Meridian's Wealth business through a targeted growth plan and innovative strategies. Your role will include managing revenue growth, improving advisor performance, and modernizing financial service delivery. By embedding a member-centered approach and employing cutting-edge technology, you will enhance organizational effectiveness and member satisfaction.
Key Responsibilities:
• Direct the Wealth line’s P&L and growth initiatives
• Establish a comprehensive sales performance strategy
• Enhance virtual and personal advising practices
• Collaborate on marketing execution for referrals
• Drive advisor recruitment and ecosystem growth
Requirements:
• 10+ years of progressive experience in Wealth Mana...