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
Builds
Advisor retention and satisfaction programs
Domain
Financial Services / Investment Advisory
Required skills
Team leadership, performance management, coaching, operational problem solving, stakeholder management, financial services operations knowledge, investment advisory business experience, retirement plan knowledge, brokerage platform interaction
Preferred skills
FINRA Series 7 license, FINRA Series 24 license, CRM/Salesforce experience, Bachelor's degree in business or Finance
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, manage performance and employee engagement, develop internal relationships, address operational challenges, adapt to changing business needs
Seniority
Manager, people leadership