Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 15 days ago

VP, Advisor Growth & Development

cir38 open roles

Where
West Des Moines, IA (Jordan Creek)
Work mode
Hybrid
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowVP, Advisor Growth & Developmentcir · West Des Moines, IA (Jordan Creek)

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on cir's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.9% of postings close within 7 days. Measured by our own scanner across the market. cir postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.9%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: posted 15 days ago

cir median: 1 days open

The posting

Job Summary

Jordan Creek Financial Solutions is an independent firm that seeks to be an advisor’s caring advocate, providing the support they need to run their business while also providing compliance and regulatory oversight as an Office of Supervisory Jurisdiction. Our comprehensive partnership is focused on unparalleled service and comprehensive business solutions within Jordan Creek and with the support of financial solutions firm Cambridge Investment Group, Inc.

The Vice President, Advisor Growth and Development is a strategic leader responsible for driving the success of our Jordan Creek branch, located in West Des Moines, IA. This role proactively manages relationships with financial professionals (FPs) and clients. The Practice Leader will develop and execute actionable plans to support branch growth, with a primary focus on helping financial professionals expand their practices through business growth strategies, coaching, and consulting. Additional responsibilities include enhancing sales and product knowledge within the branch, as well as recruiting, developing, and retaining top financial professionals. Serving as a trusted partner, this leader will foster a culture of growth, collaboration, and client service excellence within the Jordan Creek office and affiliated banks.

Key Deliverables and Responsibilities

  • Develop and deliver actionable plans on organic revenue growth, platform adoption and product diversification in order to meet enterprise goals and to create an exceptional advisor experience
  • Develop new recruiting leads through proactive outgoing solicitations, identifying cross-sell opportunities for current relationships through proper customer profiling and needs-based selling
  • Retain advisor relationships demonstrating how their businesses will benefit from the relationship with the firm; interfacing with team members and other departments to meet client needs
  • Be a trusted resource for advisors with regards to business strategy, industry changes, and branch office growth including, but not limited to, planning regular visits to advisors in offices to strengthen the relationship with the firm, and providing training sessions as appropriate
  • Oversee high level problem resolution to provide mutually beneficial solutions to challenging situations
  • Interface internally and externally in a professional and courteous manner to act as an advocate for the advisor and to achieve performance objectives
  • Develop and implement advisor-centric strategic initiatives regarding company and departmental policies and procedures in order to correct gaps and deliver exceptional advisor experiences
  • Oversee the Office of Supervisory Jurisdiction (OSJ) Designees by reviewing escalated Direct Report correspondence, securities activities, FINRA/Insurance licensing, Outside Business Activity (OBA) reports, daily trade blotters, and any other reports to ensure supervisory review of Direct Reports in assigned regions
  • Maintain an understanding of the Enterprise’s revenue and profitability targets and firm level goals, comprehensive knowledge of key industry topics, internal programs, departmental procedures, regulatory requirements and firm policy
  • Collaborate with Office of Supervisory Jurisdiction (OSJ) Designees and advisors with communicating new policies and procedures, sharing information about Cambridge and providing input in order to strengthen relationships with advisor offices
  • Supervise personal securities activities of OSJ Supervisor Designees and serve as an escalation contact for OSJ Supervisor Designees and advisors.
  • Drive overall branch effectiveness and Financial Professional retention by monitoring associate morale and work quality, recruiting staff as .
  • Develop and direct strategic initiatives regarding company and departmental policies and procedures in order to improve service standards for internal and external customers
  • Participate in business planning, resource allocation, and budgeting related to areas of responsibility
  • Maintain accurate records and document actions for areas managed including associates and advisors

What We Are Looking For

The ideal candidate brings advanced experience in growth, development, consulting, and recruiting within the financial services industry, with a proven track record of growing financial professionals’ businesses. They have a strong background in coaching, mentoring, and advising financial professionals to achieve their goals, coupled with in-depth knowledge of investment products, financial planning, and wealth management solutions. The candidate demonstrates the ability to develop and execute actionable business development strategies, recruit and retain top talent, and foster strong relationships and collaboration among financial professionals, clients, and internal teams.

Certifications:

  • Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses are required.

Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here.

#LI-BF2

#LI-Hybrid

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance
  • Vacation/sick time
  • 401K retirement plan with company matching program
  • Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against cir's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on cir's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    cir's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.