Job Summary:

The Community Associate Vice President (AVP) supports market-level Community growth by executing prospecting and community engagement activities, supporting events and follow-up, and partnering closely with the Lead Community RVP to expand advisor activities, partner firm support, and centers-of-influence (COI) development. This role is designed as a development pathway to a full Community RVP role and includes a clear trajectory toward carrying an individual target. 

Essential Job Functions for this role include:

• No internal competition for leads, dollars, or clients. Roles, routing, and rules are designed to promote collaboration and avoid conflicts. 

• Mentorship by the Lead RVP. The structure should create consistent opportunities for the Lead Community RVP to mentor and develop the AVP. 

• Deliberate AVP growth path to RVP. Responsibilities are structured to expand scope and autonomy over time. 

• Proactive clarity on splits and attribution. Use clear formulas, rules, and documentation to prevent issues before they arise. 
• Future readiness. The AVP will carry an individual target in within a year, with a defined plan and milestones to reach and sustain performance. 

Reporting Relationship & Key Partnerships 

Reports to: Lead Community RVP (or designated leader) 
Works closely with: Wealth Planning (WP) advisors, Partner Firms, event teams, marketing support, and other Community leadership as applicable. 
Primary purpose of partnership model: Expand market coverage while keeping lead routing, attribution, and advisor support coordinated and conflict-free. 

Core Responsibilities (Community AVP) 

• Prospecting & pipeline development focused on designated opportunity types, including: referrals from WP advisors; other WP-sourced leads; estate distribution conversations; and other lower-revenue opportunities (thresholds may vary by market). 

• Event support (in-market execution): act as “boots on the ground,” assist with logistics, and actively work the room to connect with prospects, COIs, and partner firm stakeholders. 

• Post-event outreach: own timely follow-up and outreach workflows after events (in alignment with agreed routing rules), reducing reliance on other teams for initial post-event contact. 

• Partner firm support: provide an extra set of hands to support new partner firms alongside the Lead Community RVP, including meeting coordination, follow-ups, and early-stage onboarding activities. 

• COI outreach support: conduct outreach to potential COIs and support meeting scheduling and follow-up in coordination with the Lead Community RVP. 

• Campaign execution: run pinpoint campaigns and targeted prospect outreach based on defined lists, themes, and market priorities. 

• Community engagement: explore and develop relationships with local nonprofits and local M4YC opportunities (as defined by market strategy). 

• Data hygiene & organization: maintain accurate data tracking and organization (including AIdentified), ensuring clean attribution, activity logging, and pipeline visibility. 
• Process discipline: follow documented workflows for lead routing, handoffs, and attribution; surface issues early and propose process improvements. 

Development Path & Target Readiness 

This role is intentionally structured as a pathway into a full Community RVP role. The AVP is expected to progress toward independently managing a book of business and carrying an individual target within a year. 

• Foundation: build consistent activity cadence; run campaigns; support events end-to-end; maintain clean data and reporting; demonstrate effective outreach to COIs/nonprofits/M4YC; and execute partner firm support with high reliability. 

• Readiness indicators: ability to generate and progress qualified opportunities; strong follow-through and documentation; effective collaboration and conflict-free lead handling; growing independence in meetings and follow-ups. 

• Targets: AVP is expected to carry an individual target in within a year (target definition and measurement to be specified by market/leadership) with quarterly milestones, pipeline coverage expectations, and a documented plan for attainment. 

• Mentorship cadence: recurring 1:1 coaching with Lead RVP focused on skill development, deal strategy, and role expansion.                                         

Knowledge, Skills, and Abilities:

• Profile: willing, eager, coachable, unafraid, process-oriented, flexible, and a strong team player. 
• Communication: confident outreach skills (phone/email/in-person) with the ability to build trust and coordinate next steps. 
• Organization: disciplined follow-up, documentation, and CRM/data hygiene. 
• Experience (recommended): 3+ years in business development, client service, financial services, relationship management, or comparable role. 
• Education/certifications: Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials:  Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Bachelor’s degree in Business, Marketing, or a related field.

Work Environment & Expectations 

• Travel: Local travel within the market expected; additional travel as needed for partner firm or team meetings. 
• Event participation: In-person presence and active engagement at events is a core expectation. 

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.  At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.    

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.  Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.  Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.