Growth & Development Manager, Virtual Advice - Hybrid
Core
Lead a local team of nationally licensed virtual advice advisors to drive sales, productivity, and client relationship deepening across all 50 states.
Role type
Senior team lead / manager for virtual financial advisors
Builds
A high-performing virtual advice team delivering financial advice and sales outcomes
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership (8+ people), financial planning, investment, insurance products, consultative sales, performance management, talent acquisition, onboarding, regulatory compliance
Preferred skills
CFP/ChFC/CLU designations, Salesforce, Money Guide Pro
Technologies
Salesforce, Money Guide Pro
Responsibilities
Conduct daily/weekly coaching sessions, drive business planning and performance expectations, interview and select talent, deliver onboarding and training, facilitate career pathing, partner with stakeholders to enhance team performance, model leadership competencies
Seniority
Senior, hands-on IC with team management