VP, Advisor Experience & Programs

Position Overview

Duties and Responsibilities

• Lead the strategy, design, and continuous improvement of advisor development and training programs, ensuring a clear curriculum from onboarding through advanced practice management • Establish a competency framework and measurement approach (adoption, proficiency, performance outcomes) to track program impact and drive data-informed enhancements • Partner with internal stakeholders (Distribution Leadership, Compliance, Operations, and Technology) to deliver coordinated enablement that improves advisor productivity and client outcomes • Own change management for advisor-facing initiatives (process, platform, and policy changes), including readiness planning, field engagement, training, and post-launch reinforcement • Define and manage a firm-wide communication strategy for the advisor channel, including message architecture, editorial calendar, multi-channel distribution, and governance • Lead cross-functional planning for national meetings and strategic events to reinforce priorities, enable advisors, and strengthen culture—ensuring a consistent and high-impact experience • Create a reporting and insights cadence (surveys, feedback loops, and dashboards) to surface field needs, identify risks, and inform leadership decisions • Champion advisor experience improvements by simplifying communications and processes, and by scaling best practices across branches to improve consistency and retention • Develop and execute investment firm marketing programs that support advisor growth (campaigns, events, and content), aligning to business priorities, target segments, and brand standards • Provide advisor marketing support and develop marketing strategy for advisor teams to drive growth, strengthen market positioning, and improve practice-level outcomes • Lead the Advisor CEO Council and Associate Team Council, effectively partnering across the firm to surface priorities and resolve strategic issues • Build and scale an advisor transition team to support onboarding of new advisor teams, delivering an exceptional experience for both the team and their clients Qualifications • Proven track record of partnering directly with advisor teams and Distribution Leadership, building credibility through strong business acumen, consistent execution, and trusted relationship management. • Demonstrated success leading and delivering change management initiatives for advisor-facing programs, translating strategy into clear implementation plans, communications, training, and sustained adoption. • Experience leading and developing high-performing teams, driving business growth through scalable programs and field enablement. • Strong influencing and stakeholder management skills, with the ability to collaborate effectively across a complex, matrixed organization. • Solid foundation in investments and operational disciplines, including knowledge of investment products, advisor practices, and regulatory requirements. • Deep understanding of the end-to-end operating model that supports the advisor and client experience.