Our Advisor client pricing and advisor concession programs reinforce our business strategy and drives appropriate Advisor behavior, our team owns the end to end strategy on the advisor and client pricing experience.

The work our team does impacts the day to day life of advisors: the design of the technology they use, how they speak with clients, and what pricing frameworks they can apply to client relationships. Our team works broadly across the firm with several teams in order to build the end-to-end pricing experience for our end users: clients and advisors.

As a Vice President within the Field Performance and Incentives team, you will directly support end-to-end design and oversight of our client pricing strategy. This high exposure/visibility opportunity on a growing team that will play an important role in the design, delivery, execution, and analysis of our pricing strategy and has a meaningful contribution to several top strategic objectives and the largest revenue line item of the US Wealth Management Business.

Drive the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners. Own specific workstreams may include but is not limited to:

Job Responsibilities

• Develop presentations and executive materials for business executives and field leadership. Develop materials for national calls to educate the field on strategic changes audience of 5000+
• Develop operating model and associated curriculum to educate the advisors and field leaders on pricing
• Build out new and enhance existing reporting and associated coaching model for field leaders
• Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field
• Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management
• Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements
• Own client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities
• Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team
• Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems. Specific work and projects may include:
• Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership
• Define migration and cutover strategy for new tech initiatives
• Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance
• Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions

Required Qualifications, Capabilities, and Skills:

• Bachelor’s Degree
• Minimum of 6 years in financial services industry, with a background in Finance or Management Consulting
• Strong sense of responsibility and demonstrated history of end-to-end ownership
• An outstanding ability to synthesize information, analyze problems and apply quantitative approaches to complex business processes
• Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams
• Excellent presentation and facilitation skills
• Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset
• Demonstrates intellectual curiosity and honesty – seeks out the truth and ground decisions in facts
• Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
• Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics
• Good judgment and discretion working with highly confidential information