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VP Financial Planning Services
A company is looking for a VP Executive Financial Planning and Stock Plan Services. Key Responsibilities Own and develop the Executive Services and Stock Plan Services strategy and team Integrate SaaS stock-plan services into the company ecosystem and ensure target delivery Drive organizational growth through strategic planning, team development, and customer relationship management Required Qualifications Bachelor's degree required 10+ years of relevant industry leadership experience FINRA Series 7, 24, & 66 required Demonstrated experience in developing business lines and new service offerings Deep understanding of financial planning, including tax and estate planning
A company is looking for a VP Executive Financial Planning and Stock Plan Services.
Key Responsibilities
Own and develop the Executive Services and Stock Plan Services strategy and team
Integrate SaaS stock-plan services into the company ecosystem and ensure target delivery
Drive organizational growth through strategic planning, team development, and customer relationship management
Required Qualifications
Bachelor's degree required
10+ years of relevant industry leadership experience
FINRA Series 7, 24, & 66 required
Demonstrated experience in developing business lines and new service offerings
Deep understanding of financial planning, including tax and estate planning