Market Leader - Advisor Development Program
Core
Lead training, supervision, and development for financial advisor trainees to ensure they meet productivity hurdles and achieve success in wealth management.
Role type
Senior sales operations leader (advisor development)
Builds
Advisor productivity, sales force growth, and client acquisition pipelines
Domain
Financial services / Wealth management
Required skills
regulatory supervision, team coaching, pipeline management, sales force expansion, performance management, risk management, recruitment, compliance enforcement
Preferred skills
strategic business planning, change management, cross-functional collaboration
Technologies
Series 7, Series 66, Series 9, Series 10, Series 4, Series 24, Series 53
Responsibilities
Provide regulatory supervision and oversight to advisors; lead training and develop activities/tools for advisor trainees; coach advisor trainees on strategic business drivers; support sales management in executing sales force growth plans; administer superior sales supervision practices; manage pipeline execution with teams
Seniority
Senior, hands-on IC with team leadership