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VP, Consulting - IAD - Req. 1901617


Job Summary:     

Under general direction with a high-level of autonomy, this position will primarily provide consulting field and strategy support for IAD (RIA Division) with a focus on practice management and technology offerings.

Essential Duties and Responsibilities:

• Developing a strong understanding of the proprietary practice management and technologies in RJF and an expert level understanding of the practice management and technology options in IAD
• Supporting Relationship Managers and Business Development Consultants in the field in these areas to drive client loyalty and attract new clients
• Providing training to existing clients and prospects with a focus on driving efficiencies and supporting their overall goals
• Working with IAD internal partners and third-party vendors to drive platform growth and development
• Representing IAD as a subject matter expert in these areas in the profession, marketplace, and RIA community
• Delivering and presenting content at RIA industry events and conferences to promote the IAD offerings, drive platform awareness, and general education


Knowledge, Skills, and Abilities:

Knowledge of:

• General RIA industry practice management and technology offerings
• Competitive offerings with a focus on detailed content, features, and functionalities

Skill in:

• Ability to forge strong relationships with clients and prospects that allows trust and credibility to be established
• Developing immediate rapport with internal partners, clients, and prospects
• Delivering presentations, workshops, and seminars

Ability to:

• Balance the creation of internal partnerships, field support, strategy origination, vendor relations, and client/prospect support
• Lead multiple concurrent projects
• Delver updates and content to the RIA industry members of senior leadership
• Host clients and prospects through consulting engagements
Educational/Previous Experience Recommendations:
• Bachelors Degree and ten (10) or more years of RIA industry experience.


• None