As an Advisor Growth Program Field Leadership Strategist, you will play a crucial role in supporting our Divisional Program Leads and ensuring the successful execution of the Advisor Growth Program. This field-facing role requires a proactive and organized individual who can effectively communicate and collaborate with senior leaders across the organization. Some travel may be required to support program initiatives.Join a high-visibility team within US Wealth Management, where you'll play a crucial role in driving growth and innovation. You'll have the opportunity to collaborate with senior leaders and make a significant impact on the success of the Advisor Growth Program. This position offers a chance for professional growth and development in a dynamic and supportive environment.
Job Responsibilities
- Develop and distribute monthly divisional and regional decks, ensuring they are informative, engaging, and aligned with program objectives.
- Lead the development and maintenance of the Market Directors of Wealth (MDW) website for AGP, ensuring it is a valuable resource.
- Create and maintain the leadership coaching guide, providing clear and actionable insights for field leaders.
- Support the onboarding of new MDWs with AGP coaching, providing guidance and resources to facilitate their success.
- Support Divisional Program Leads with ad hoc requests, delivering high-quality content and solutions as needed.
- Create a weekly field digest on AGP, summarizing key updates and insights for field leaders.
- Create the monthly AGP update newsletter, summarizing key developments and insights for stakeholders.
- Develop content for the monthly update call, ensuring clear and effective communication of program updates and initiatives.
Required qualifications, capabilities, and skills
- Proven experience in a field-facing role, with a strong ability to engage and communicate with senior leaders.
- Proficiency in PowerPoint and Excel, with the ability to create compelling presentations and analyze data effectively.
- Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
- Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
- Willingness to travel as needed to support program initiatives.
Preferred qualifications, capabilities, and skills
- Program management experience preferred