Senior Manager, Advisory Services
Core
Lead and oversee a team of Senior and Lead Financial Advisors, providing strategic direction and day-to-day leadership across Advisory Services to ensure compliant, appropriate advice aligned with client needs and firm standards.
Role type
Senior Manager, Advisory Services
Builds
Investment solutions and advisory services for individuals, advisors, institutions, and retirement plan sponsors
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Strategic leadership, team management, risk mitigation, talent development, budgeting, financial resource management, regulatory compliance oversight
Preferred skills
Strategic vision execution, advanced wealth management expertise (estate planning, investment management), high-growth environment experience, executive presence, retail financial services acumen
Technologies
N/A
Responsibilities
Make recommendations to senior management regarding Advisory Services strategy; ensure client satisfaction post-implementation of investment strategies; implement and communicate approved advice solutions to staff; manage resources for services within an assigned business unit; create reports on utilization and profitability of advice offers; build understanding of competitive landscape regarding trends, pricing, and positioning; recruit, direct, motivate, and develop staff/management; account for financial and human resources including budgeting and staffing
Seniority
Senior, hands-on IC with management oversight
