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
Senior IC business manager (wealth management)
Builds
Wealth management business plans, financial reports, client service strategies, and operational workflows
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
Preferred skills
Regulatory compliance knowledge, mortgage lending operations
Technologies
Salesforce, Wealth Management Workstation
Responsibilities
Partner with Financial Advisors to develop and execute team business plans; Manage and track practice financials including revenue and budgeting; Analyze business data to identify trends and opportunities; Oversee client service model execution; Coordinate team assignments and projects; Ensure adherence to regulatory requirements and SAFE Act registrations