Manager, Advisor Support
Core
Manage a team of Advisor Support Specialists to provide personalized service, product education, and home office support to financial professionals, acting as the primary point of contact between advisors and home office functions.
Role type
Manager, Advisor Support (Team Lead)
Builds
Advisor retention and satisfaction programs
Domain
Financial Services / Investment Advisory
Deliverable
client delivery
Required skills
Team leadership, performance management, coaching, operational problem solving, stakeholder management, change management, customer service, organizational skills
Preferred skills
FINRA Series 7 license, FINRA Series 24 license, Salesforce/CRM experience, knowledge of Qualified Retirement Plans, knowledge of Margin Calls and Cash Dues
Technologies
Salesforce
Responsibilities
Lead a team of Advisor Support Specialists, set team goals and establish vision, coach team members to drive advisor satisfaction and productivity, provide performance management, develop internal relationships, address operational challenges, adapt to changing business needs
Seniority
Manager, people management