Manager, Investment Advisors and Service Associates
Core
Leading and supporting a portfolio of financial advisor practices within an assigned territory to drive business growth and operational efficiency.
Role type
Regional Manager, Investment and Wealth Advisory Group
Builds
Financial advisor practices and client portfolios
Domain
Wealth management and financial services
Deliverable
client delivery
Required skills
strategic guidance, business plan development, sales strategy coaching, pipeline management, performance metric monitoring, regulatory compliance knowledge, stakeholder collaboration, team motivation, networking
Preferred skills
MBA or advanced designation, experience with technology adoption, process improvement
Technologies
none stated
Responsibilities
Oversee a defined territory of financial advisor practices, Partner with advisors to develop business plans, Drive revenue growth by identifying opportunities to increase assets under management, Coach advisors on sales strategies and pipeline management, Ensure advisor practices operate efficiently and in alignment with firm policies, Attract new Financial Advisors to the program
Seniority
Manager, hands-on leadership