Wealth Growth Program Manager | San Francisco, CA
Core
Strategic professional managing the Wealth Group Executive (WGE) recruiting pipeline and facilitating Senior Wealth Advisor (SWA) candidates through all phases of the hiring process.
Role type
Senior Program Manager (Recruiting)
Builds
Advisor Recruiting Program and portfolio of related hiring initiatives
Domain
Financial Services / Wealth Management / Talent Acquisition
Required skills
Strategic planning, stakeholder management, quantitative analysis, risk management, compliance oversight, matrix management, process improvement, coaching, regulatory knowledge
Preferred skills
Commercial awareness, subject matter expertise in recruiting, advanced judgment, innovation in solutions
Technologies
Recruiting metrics tools, communication channels, compliance systems
Responsibilities
Manage the WGE recruiting pipeline and SWA candidate conversion; coordinate tailored recruiting strategies for Regional Directors and Wealth Group Executives; identify and resolve defects in the recruiting process; analyze the recruiting funnel to implement solutions; manage relationships with external agencies and internal stakeholders; oversee due diligence and regulatory compliance; provide coaching and training on market trends and recruiting strategies; chair monthly recruiting forums; enhance the Advisor Recruiting Playbook.
Seniority
Senior, hands-on IC with strategic oversight
