Series 7, 65, 24 Licensed Advisory Director
A company is looking for an Advisory Services Director to manage retirement planning and advisory services across institutional markets. Key Responsibilities Manage Retirement Advice programs and associated advice vendors Stay updated on advisory industry product and regulatory changes Drive continuous improvement in operations, technology, and usability of investment advisory offerings Required Qualifications 8+ years of financial services leadership experience with investment products and RIA services Possession of Series 7, 65, and 24 licenses Experience working with qualified plan sponsors and participants Strong understanding of retirement advice vendors and tools Ability to lead and drive results in a matrix environment
A company is looking for an Advisory Services Director to manage retirement planning and advisory services across institutional markets.
Key Responsibilities
Manage Retirement Advice programs and associated advice vendors
Stay updated on advisory industry product and regulatory changes
Drive continuous improvement in operations, technology, and usability of investment advisory offerings
Required Qualifications
8+ years of financial services leadership experience with investment products and RIA services
Possession of Series 7, 65, and 24 licenses
Experience working with qualified plan sponsors and participants
Strong understanding of retirement advice vendors and tools
Ability to lead and drive results in a matrix environment
