Specialist, Goals Driven Wealth Management
Core
Coach and train wealth management advisors to improve client engagement, relationship management, and sales effectiveness.
Role type
Senior IC sales coaching specialist
Builds
Advisor performance and growth-oriented culture
Domain
Wealth management / Financial services
Required skills
Sales coaching, behavioral change facilitation, training facilitation, performance monitoring, stakeholder engagement, digital collaboration, resource development, prospecting strategy, KPI analysis
Preferred skills
Training or coaching experience in financial services
Technologies
GPS platform, Private Passport
Responsibilities
Conduct one-on-one and team coaching sessions, act as subject matter expert for GDWM and GPS platform, assist advisors in implementing prospecting techniques, lead workshops on client relationship management, track advisor progress against development plans, partner with leadership to embed growth behaviors, support delivery of value proposition via digital capabilities, create training materials and playbooks, gather stakeholder feedback.
Seniority
Senior, hands-on IC