Vice President of Service

The Vice President of Service leads Magnolia Wealth Strategies' service, operations, and risk management functions, ensuring exceptional client experiences through efficient processes and effective risk controls. This executive plays a critical role in implementing "The Magnolia Way" service model, developing scalable support systems, and maintaining regulatory compliance. The position focuses on creating a service infrastructure that supports the firm's ambitious growth plans while delivering consistent, high-quality client experiences.

Magnolia Wealth Strategies is a 4-State General agency, wealth management firm that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.

Why Magnolia Wealth Strategies?

Our people are the very core of what we do. We are at the beginning of a transformational change in our organization. We need a strong leader who can:

• Be responsible and accountable for all the operations across the organization
• Provide operational support, leadership, and guidance in the current and future operations
• Lead a growing team of individual contributors providing best in class Agency services
• Identify and hire the absolute best team we can find for our client delivery teams
• Support, train, and mentor the team for success in the performance of their work

Qualifications:

Required:

• An entrepreneurial desire to build a business
• An informed opinion on what leadership is (and is not)
• A leadership philosophy/methodology
• Experience collaborating with sales, business development, recruiting, contracts, licensing and finance in the pursuit of building the business
• Experience collaborating with managers and clients to improve the delivery of services and create “client delight”
• Experience in training and mentorship of teams in the performance of their duties
• Must be Series 7/6, Series 63/66 licensed, and Life/Health licensed, and Series 24
• BA, BS, and/or graduate degree or equivalent work experience required

We offer Medical, Dental, Life, Disabiliy, 401k.

Come GROW with us!

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