Director of Strategy & Analytics at Franklin Templeton synthesizing firmwide data into executive insights. Leading a team to improve business performance and decision - making for global clients.
About the role
- Regional Director responsible for market growth through recruitment and development of financial professionals at Prudential’s Pacific Financial Group. Serving in San Jose and Roseville, CA.
Responsibilities
- Market growth through recruitment and retention of experienced and early career financial professionals
- Assist with the attraction, recruiting and retention strategy for Prudential Advisors in partnership with the recruiting team
- Seek opportunities to engage with diverse networks and participate in recruiting events that support diversity recruiting objectives
- Actively guide and support financial professionals to maximize their potential in the areas of productivity and culture contributions
- Champion the use of technology platforms that enhance overall client experience and operational efficiencies
- Foster a holistic financial planning culture and engage all clients in holistic financial planning
Requirements
- Bachelor’s degree from an accredited college or university
- Minimum 5 years of a proven track record of coaching, inspiring, and motivating sales teams (Financial Services market preferred)
- Proven track record of delivering sales team results and growing a market
- Series 6 and 65 registrations & Life/Health insurance license
- Series 7 and 66 registrations (preferred)
- Industry designations such as CFP, ChFC, or CLU (preferred)
Benefits
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance
Job title
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