VP Relationship Manager & Business Consultant

We have an opening for a Strategic Growth Consultant in our Summit, NJ office.
This is primarily a Relationship Management role focused on working with our affiliated Independent Financial Advisors. You will have broad exposure to multiple internal departments with a primary focus on Relationship Management, Organic Sales Growth and Business Consulting to help our Financial Advisors grow their business. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset that thrives in a fast‑paced and evolving organization.

Our ideal candidate is self‑motivated, consistently performs at a high level under variable workloads, and has a passion for making a positive impact with our Independent Financial Advisors. Strong Industry experience with ability to coach and educate Advisors based on that experience is required.
* This role is an in‑office position.

Business Consulting to our Independent Financial Advisors, inbound and outbound Advisor Relationship Management, Advisor Practice Development, Sales enablement, Advisor Education & Coaching, Project Management, Webinars and Practice Management.

• Serve as the primary liaison and partner for affiliated Financial Advisors, ensuring an optimal client experience and maximum utilization of the Simplicity Wealth platform, products, and services.
• Conduct in-depth assessments of Advisor practices to provide tailored solutions to help maximize all aspects of their business and bridge gaps between current and desired goals.
• Responsible for driving organic Advisor growth by offering expertise in practice management: including strategy, financial planning, operations, lead generation, investment strategies, & marketing.
• Assist in the design and creation of resources to help support Advisor development.
• Collaborate, coach, and answer Advisor questions via phone, e‑mail, and video, handling high levels of inbound/outbound Advisor calls and interactions.
• Lead regular educational webinars on best practices and Platform tools.
• Ensure seamless Advisor support and resolution of issues in partnership with other internal teams and Advisor Development Consultants (ADCs).
• Drive Advisor satisfaction, loyalty, and retention by ensuring successful platform integration and promoting the adoption of Simplicity solutions and coaching programs.
• Provide ongoing reporting of Advisor metrics and progress in conjunction with other internal teams.
• Actively facilitate Advisor connections with internal Subject Matter Experts (SMEs).
• Maintain extensive and regular communication with affiliated Advisors, ADCs, and internal partners/stakeholders to build and maintain strong relationships.
• Utilize Salesforce and other core technologies to accurately report, track, and manage all client engagements, activities, and opportunities.
• Lead, manage, or actively participate in the assessment, and research for strategic company initiatives as assigned by management.
• Provide training, mentorship, and education to other business consulting team members and internal staff to ensure a comprehensive understanding of the function, services, and support offered.

• Bachelor’s Degree, with an advanced degree or financial designations, preferred.
• 3+ years of relationship management, wholesaler, and /or business consulting experience.
• 6+ years broad business and/or sales experience.
• 7+ years in the financial services / wealth management industry (Required).
• Previous experience as a Financial Advisor, RIA, Broker Dealer, Insurance, or Annuity producer.
• Deep investment and product knowledge, and the ability to articulate complex ideas.
• Strong familiarity with wealth management services and/or practice management.
• RIA or previous Financial Advisor experience highly valued.

• Time & Priority Management: Well-developed organizational and project management skills. Proven ability to self‑direct, manage time, and deliver against tight deadlines.
• Flexibility & Detail: Ability to see the big picture while maintaining exceptional attention to detail. Ability to multitask…