Seven or more years of progressive financial-services experience, including advisor, sales, practicemanagement, field-leadership, training, or development responsibilities • A minimum of five years of demonstrated people leadership, coaching, or advisor-development experience • Meaningful insurance experience and the ability to coach advisors on the role of protection strategies within a financial plan • Track record of developing early-career professionals and creating accountability without sacrificing trust or engagement • Strong facilitation, feedback, communication, and performance-management skills • Working knowledge of advisor licensing, credentialing, and financial-services regulatory expectations • Relevant securities and insurance licenses are valuable; leadership capability and development expertise are more important than holding every technical credential at the time of hire • Demonstrated results influencing advisors and cross-functional teams, leading complex development programs across locations, and using data to evaluate and improve outcomes • Ability and willingness to travel as business needs require. • Influence advisors to develop and communicate a distinctive, advice-based value proposition, including the evolution from product-focused positioning to advice-centered value and pricing • Promote adoption and mastery of the practice's core client-meeting, service-menu, financialplanning, and workflow tools, including MoneyGuide and related platforms • Coordinate licensing, credentialing, required education, and servicing-readiness activities in partnership with practice leadership and compliance resources • Provide senior leadership with quarterly progress reports comparing advisor performance with annual goals and action-plan milestones • Identify and coordinate internal, corporate, mentor, and consultant resources needed to support advisor success • Travel to practice locations and team-development events as needed.