Wealth Growth Program Manager
Core
Strategic professional managing the Wealth Group Executive (WGE) recruiting pipeline and facilitating Senior Wealth Advisor candidates through all phases of the hiring process.
Role type
Senior Program Manager (Recruiting)
Builds
Advisor Recruiting Program and portfolio of related programs
Domain
Financial Services / Wealth Management / Talent Acquisition
Required skills
Strategic planning, stakeholder management, process improvement, risk management, compliance oversight, data analysis, coaching, training delivery, negotiation, program coordination
Preferred skills
Commercial awareness, subject matter expertise in recruiting, advanced judgment, innovation in solutions
Technologies
Recruiting metrics tools, communication channels, compliance systems
Responsibilities
Manage the Advisor Recruiting Program and serve as the primary point of contact for Regional Directors and Wealth Group Executives; Analyze the recruiting funnel to identify constraints and implement solutions; Coordinate cross-functional initiatives including real estate liaison and external agency management; Provide coaching and development to hiring managers on best practices; Chair monthly recruiting forums with legal, compliance, and risk stakeholders; Enhance the Advisor Recruiting Playbook; Assess and mitigate risks impacting program delivery; Ensure regulatory and risk management compliance.
Seniority
Senior, hands-on IC with matrix management responsibilities
