Educational Background: A bachelor's degree or higher in finance, business administration, economics, or a related field could be advantageous. Advanced degrees like an MBA might also be beneficial.

Industry Experience: Extensive experience in the securities industry, particularly in retail business development, sales, marketing, or related areas, would be essential. This might involve a demonstrated track record of success in developing and implementing retail business strategies within a securities firm.

Leadership Skills: For an VP-SVP role, leadership skills, including strategic thinking, team management, communication, and the ability to drive business growth, are crucial.

Network and Industry Knowledge: A strong network within the financial industry and a deep understanding of market trends, regulatory changes, and customer preferences in retail investment would be valuable.