Manager, Wealth Management
Core
Lead a team of financial advisors to drive asset retention, sales growth, and client experience in a modern, fiduciary-focused wealth management business.
Role type
Senior IC Sales Manager (Wealth Management)
Builds
Investor Center operations, advisor development programs, and client partnership strategies
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership, coaching and talent development, fiduciary standards enforcement, asset retention strategies, sales performance management, business strategy translation, compliance oversight, data-driven decision making
Preferred skills
MBA, CFP, CFA, CRPC designations, experience in retirement or investment solutions
Technologies
None stated
Responsibilities
Coach advisors on fiduciary standards and client relationship building; drive asset retention and sales growth; oversee compliance, call quality, and documentation; translate business strategy into actionable coaching priorities; identify emerging talent and inform decision-making with data insights
Seniority
Senior, hands-on IC
