Drive sales growth and production outcomes across your region through assisting with building a comprehensive business plan focused on expanding distribution, increasing firm output, and influencing performance
Partner directly with Principal Owners (POs) and field leaders to improve productivity and business performance, using data, insights, and targeted coaching to drive results
Play a central role in firm expansion and strategic initiatives, including supporting merger discussions and evaluating growth opportunities
Act as a key liaison between the Field and Home Office, partnering with key stakeholders with in Client Solutions & Wealth Management, Compliance, Legal, and other stakeholders to address complex business and regulatory matters
Influence and support succession planning across firms to ensure continuity, long-term growth, and leadership bench strength
Serve as a trusted advisor and connector across teams, ensuring alignment and momentum on key initiatives that align to Guardians and Client Solutions & Wealth Managements overall strategy

Proven experience consulting on driving sales growth, development and productivity within a field-based, firm, or financial services environment
Demonstrated success in assisting with business planning aligned to strategic growth initiatives including but not limited to, influencing production outcomes, recruiting, market expansion, performance and succession planning
Sound business judgment and the ability to navigate escalations, exception requests, and ambiguous challenges, balancing business impact and risk to both the Firm and Guardian
Track record of building strong, trust-based relationships across both field and home office partners
Deep understanding of distribution economics and performance drivers, including recruiting and production metrics
Familiarity with field compensation structures and incentive models
Leadership style aligned to Guardian’s values

Regional Vice President

Key skills