Adviser Success Manager
Core
Partner with financial advisers to remove operational friction, optimize their business practices, and implement goals-based investment solutions.
Role type
Senior IC practice optimization manager (financial services)
Builds
Practice optimization services and goals-based investment implementation workflows for financial advisers
Domain
Financial services / Investment management
Required skills
adviser onboarding, practice management workflow knowledge, goals-based investment solutions, data analysis, strategic partnership building, training and support delivery, Salesforce management
Preferred skills
Tableau, Salesforce, webinar delivery, Zoom
Responsibilities
Oversee delivery of practice optimization services, manage adviser onboarding and ongoing service activities, prepare and present model/client comparison analysis, collect and analyze adviser pain points data, remove barriers to strategic goal achievement, provide training and behavioral coaching, build internal cross-functional relationships, act as the voice of the adviser, maintain Salesforce activity status, develop and execute strategy to reduce adviser friction
Seniority
Mid-Senior, hands-on IC