What You Need to Know
- Kimmell most recently served as head of advisor recruiting and field marketing for RBC Wealth Management's U.S. operations.
- She will oversee recruitment, advisor transitions and onboarding of clients across all six Advisor Group network firms.
- Kimmell will start at Advisor Group in early August as Gregg Johnson, who headed recruiting, leaves the firm.
Advisor Group has appointed industry veteran Kristen Kimmell as executive vice president of business development, an expanded role at the company in which she will oversee recruitment, advisor transitions and onboarding of clients across all six firms in the Advisor Group network, it said Wednesday.
Kimmell joins the company from RBC Wealth Management, where she served in multiple senior leadership roles, most recently as head of advisor recruiting and field marketing for that firm’s U.S. operations.
Under her leadership as co-executive sponsor of RBC’s Women’s Association of Financial Advisors, the organization doubled the number of women in field leadership roles.
Kimmell will manage Advisor Group’s third-party recruiters, with a “goal of deepening engagement with existing recruiters and forming new relationships,” it said.
Central to her efforts will be the creation of an end-to-end service experience, Advisor Group said.
The goals are to: align the recruiting, transitions and onboarding process to deliver an “enhanced, frictionless experience”; digitize the recruiting process by integrating the firm’s eQuipt digital account opening and client management platform with a new technology initiative that “will significantly streamline and shorten the end-to-end experience”; and develop a “repeatable, consistent approach to business development efforts across the Advisor Group network,” it said.