Vice President-Finance- Business Line Finance Officer - Advisor Acquisition
Responsible for all financial aspects of the AWM Advisor Acquisition business segment. This includes Experienced Advisor Recruiting, Lending parameters and analytics through the life cycle of an Advisor. Manages the overall business segment planning and budgeting processes and drives optimization of the strategic business segment through analysis of business segment effectiveness. Partners with business areas on forecasting business results and scenarios to evaluate and propose initiatives aligned with business goals that drive PTI. Provides leadership to the business segment finance team. Acts as primary senior finance partner to business segment. Responsibilities Lead business segment LFO to manage overall Advisor activities related to the busi
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