Institutional Advice Manager
Core
Lead a team of licensed financial advisors supporting investors within bank and credit union segments using a phone-based advice model.
Role type
Senior IC Institutional Advice Manager
Builds
Holistic financial guidance and investment solutions for institutional clients
Domain
Financial Services / Wealth Management / Banking & Credit Unions
Deliverable
client delivery
Required skills
Coaching and mentoring, sales performance management, workforce management, stakeholder partnership, data-driven analysis, regulatory compliance
Preferred skills
Bank or credit union investment program experience, managing licensed financial advisors, phone-based/centralized advice model experience, fee-based advisory platforms, financial planning tools, insurance solutions
Responsibilities
Lead and develop a team of financial advisors through coaching and career planning, drive sales performance via training and culture building, partner with institutional leadership to strengthen relationships, monitor advisor productivity and report on business outcomes, oversee workforce management including staffing and SLA adherence, conduct quarterly business reviews with institutional partners
Seniority
Senior, hands-on IC
