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SalaryAtria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
We are looking for a Head of Recruiting to join our amazing team. To achieve success this position will need to have a strong communication skillset, attention to detail, and a persistent follow-through attitude. Ensuring compliance regarding security awareness training, risk mitigation, 3rd party vendor review, and policy adherence are the primary responsibilities of this position. In addition this position is responsible for creating and maintaining all security policies and standards, and oversight of internal and external audit requests.
Location: This position may be done Hybrid out of one the following home office locations or fully remote:
Position Purpose:
This role will play a pivotal role in shaping the strategic direction of our Business Development efforts within our independent channel. Leveraging their extensive experience, the Head of Recruiting will work closely with the Chief Growth Officer & Head of Independent Channel to design and implement strategies to grow our network of independent financial advisors. This role will manage a team of recruiters and support staff, and will not only establish standards but work to evolve our approach based on market and business trends.
Essential Functions, Duties and Responsibilities:
Required Education, Skills, and Experience:
Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.
It’s time for the next step in your career. Apply now.
We are looking for a Head of Recruiting to join our amazing team. To achieve success this position will need to have a strong communication skillset, attention to detail, and a persistent follow-through attitude. Ensuring compliance regarding security awareness training, risk mitigation, 3rd party vendor review, and policy adherence are the primary responsibilities of this position. In addition this position is responsible for creating and maintaining all security policies and standards, and oversight of internal and external audit requests.
Location: This position may be done Hybrid out of one the following home office locations or fully remote:
- Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
- San Diego, CA: 10150 Meanley Drive, San Diego 92131
- Syracuse, NY: 100 Madison Street, Syracuse 13202
- Fully Remote - USA
Position Purpose:
This role will play a pivotal role in shaping the strategic direction of our Business Development efforts within our independent channel. Leveraging their extensive experience, the Head of Recruiting will work closely with the Chief Growth Officer & Head of Independent Channel to design and implement strategies to grow our network of independent financial advisors. This role will manage a team of recruiters and support staff, and will not only establish standards but work to evolve our approach based on market and business trends.
Essential Functions, Duties and Responsibilities:
- Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
- Provides strategic leadership and direction to continually improve the capability and results for his/her assigned area(s) of responsibility.
- Directs, establishes, and implements priorities, performance goals and objectives to ensure departmental results for his/her assigned area(s) of responsibilities
- Working with Chief Growth Officer to establish recruiting goals for the VP/Recruiting executives.
- Interviewing and hiring new members of the Business Development team.
- Experienced in the design and implementation of a recruitment plan, which capitalizes on the existing strengths of the organization, maximizes market opportunities, minimizes threats to success and creates scenarios for competitive advantages
- Demonstrated ability to analyze business trends to identify opportunities for change in current processes and procedures.
- Ensures the identification of prospective advisers with good reward/risk ratios for profitability to minimize risk to enterprise and its groups.
- Establishes standards for recruitment and acquisition of talent to significantly grow the number of financial planners.
- Works with sales leaders and key stake holders in various channels to fulfill recruiting objectives.
- Directs, develops, and maintains relationships with 3rd party financial services recruiting firms.
- The position will involve full management of the entire recruitment cycle from lead generation to close.
- Extensive phone communication with members of the broker-dealer community
Required Education, Skills, and Experience:
- 10+ years of progressive experience in private client services, insurance, or investments, with a combination of financial advisory, branch manager, broker/dealer, recruiting and leadership experience on a national level
- 3+ years of senior management and strategy experience with proven performance record.
- Consultative skills are necessary
- Commitment to follow-up and follow-through
- Well-organized, strong time management skills
- Demonstrated ability to create a recruiting vision/plan, implement the plan and drive results
- Demonstrated experience in developing strategic initiatives and plans which have benefited a company’s top and bottom lines
- Ability to create and effectively manage administrative budgets and develop business performance measures to evaluate productivity
- Series 7 & 24 Licenses
Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:
- Medical & Prescription Drug Insurance
- Health Advocacy
- Telehealth
- Dental Insurance
- Vision Insurance
- Health Savings Account
- Flexible Spending Accounts
- Short-Term Disability Insurance
- Long-Term Disability Insurance
- Life Insurance
- Paid time off, Paid Holiday, Paid Birthday
- Critical Illness, Accident & Hospital Indemnity Coverage
- Identity Theft
- Employee Assistance Program
- Pet Insurance
- Legal Plans
- Virtual Therapy
- Virtual Mental WellCare
- Long-Term Care
- Retirement 401(k) Savings Plan with matching
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.
It’s time for the next step in your career. Apply now.
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