Senior Vice President, Wealth Management Solutions

About the Company

Respected investment management company providing retirement & insurance solutions

Industry
Financial Services

Type
Public Company

Founded
1926

Employees
10,001

Categories

• Insurance
• Savings & Investing
• Financial Services
• Investment Management
• Investing
• Employee Management
• Financial Advisers
• Asset Management
• Risk Analysis
• Finance
• Funds
• Financial Services
• Insurance
• Life Insurance

About the Role

The Company is seeking an SVP for Wealth Management Solutions with a strong background in the financial industry. The successful candidate will be tasked with leading the product strategy for a range of wealth management solutions, including annuities, mutual funds, life insurance, and financial planning. This role is pivotal in integrating wealth management fintech solutions to drive business growth. Responsibilities include overseeing the product strategy for retail and institutional clients, managing the program governance framework, and ensuring compliance with regulatory requirements. The SVP will also be responsible for the P&L of wealth management solutions, leading product implementation, and working with various teams to align on product delivery and regulatory standards.Applicants should have over 10 years' of experience in the wealth management industry, with a deep understanding of the levers that create revenue. A strong grasp of fintech wealth management trends and opportunities is essential. The role requires a Series 7, 24, 65/66, life insurance/annuity license, and Series 63, or the ability to obtain full licenses within 90 days of hire. An MBA is preferred, and professional designations such as CFP, ChFC, or AIF are a plus. The ideal candidate will have a proven track record in product management, be adept at identifying market opportunities, and have the leadership skills to drive product strategy and implementation.

Hiring Manager Title
President, VALIC Financial Advisors

Travel Percent
25%

Functions

• Finance
• Strategy