Principal and Senior Vice President, Financial Services at OneDigital
This role is for a seasoned veteran with 15 years of wealth management or retirement consulting experience who has spent at least 7 years leading advisory teams
Work type: onsite
Location: RIA-Danvers, MA
Salary: $300,000 – $400,000/yr
Type: Full-time
This role is for a seasoned veteran with 15 years of wealth management or retirement consulting experience who has spent at least 7 years leading advisory teams. You need to be a player-coach who is comfortable managing a full P&L while still personally engaging with high-level clients and centers of influence.
**What makes it worth a look...**
The compensation is high, reaching up to $400,000 annually plus potential equity and variable bonuses. It is a rare chance to run an entire branch office in Danvers with total autonomy over hiring, strategy, and regional growth.
**You might be a good fit if you...**
* Hold an active Series 65, CFP, or CFA designation.
* Have a deep understanding of ERISA regulations and fiduciary standards.
* Feel comfortable managing a multi-disciplinary team of retirement and wealth advisors.
* Live within commuting distance of Danvers to lead the team on-site.
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