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