Senior Manager- Franchise Recruiting & Engagement
Core
Lead recruiting, career pathing, and onboarding for novice and experienced financial advisors within a specific territory to drive practice growth.
Role type
Senior Manager, Franchise Recruiting & Engagement
Builds
A diversified sourcing strategy and high-quality lead flow for advisor hires; customized onboarding plans for new advisors and practice acquisitions.
Domain
Financial Services / Wealth Management
Deliverable
client delivery | production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Project management, recruiting strategy, business planning, change management, relationship management, negotiation, influencing, strategic focus, independent work, team collaboration
Preferred skills
Financial services industry experience, Series 7 license, Series 66 license
Responsibilities
Lead high-quality recruiting and career path efforts for franchisee staff and advisors; Lead the annual Advisor Business Planning process; Lead onboarding for new advisor hires and practice acquisitions; Support ad hoc field leader and top advisor requests for assistance.
Seniority
Senior Manager, hands-on leadership
