Market Manager
Core
Supports the Market Executive in driving business strategy, managing financial advisors, and ensuring responsible growth through operational excellence and risk management.
Role type
Senior Market Manager (Wealth Management)
Builds
Financial advisor teams and client service capabilities
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Business Acumen, Coaching, Recruiting, Risk Management, Leadership Development, Performance Management, Relationship Building, Decision Making, Process Effectiveness
Preferred skills
Series 7, 63, 65, 66, 9, 10, 31, 3 licenses, 3+ years direct or matrixed management experience, Wealth management acumen, Executive presence
Technologies
None stated
Responsibilities
Execute market business plan focusing on advisor productivity and revenue growth; Coach advisors to deliver exceptional client experiences; Coordinate cross-functional collaboration for integrated client solutions; Promote adherence to risk and compliance standards; Represent the firm in local market business development and community events.
Seniority
Senior, hands-on IC with management responsibilities