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 hiring programs and structured recruiting processes
Domain
Financial Services / Wealth Management / Talent Acquisition
Required skills
Strategic planning, stakeholder management, quantitative analysis, risk management, compliance oversight, program coordination, coaching, market trend analysis, regulatory knowledge
Preferred skills
Commercial awareness, advanced judgment, innovation in solutions, matrix management
Technologies
Recruiting metrics tools, compliance systems, communication platforms
Responsibilities
Manage the WGE recruiting pipeline and coordinate tailored recruiting strategies for potential candidates. Identify and resolve defects in the recruiting process and implement solutions to enhance efficiency. Build and manage relationships with key stakeholders, including Regional Directors and Wealth Group Executives. Analyze the recruiting funnel to identify constraints and drive competitive hiring outcomes. Provide coaching and development to hiring managers on best practices for attracting top talent. Ensure regulatory and risk management compliance through due diligence and interface with legal stakeholders. Chair monthly recruiting forums to provide pipeline updates and market trends. Enhance the Advisor Recruiting Playbook for a structured hiring process.
Seniority
Senior, hands-on IC with strategic direction
