Business Manager - EGP
Core
Business Manager supporting Financial Advisor teams in strategy execution, financial oversight, and client service delivery for wealth management clients.
Role type
Business Manager (Wealth Management)
Builds
Wealth management business plans, client service strategies, and team performance metrics.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Business strategy execution, practice financial management, performance analytics, client experience strategy, team coordination, product expertise, risk management, cross-functional collaboration
Preferred skills
Leadership, communication, project management, business acumen, coaching
Technologies
Salesforce, Wealth Management Workstation
Responsibilities
Partner with Financial Advisors to develop and execute team business plans; manage practice financials including revenue and budgeting; track business performance metrics and goals; oversee client service strategy and experience; coordinate team assignments and initiatives; ensure compliance with regulatory requirements and firm policies.
Seniority
Individual Contributor, operational support level
