Mgr, Virtual Advice
Core
Lead a local team of nationally licensed virtual advice advisors to drive sales, deepen client relationships, and ensure performance goals are met across all 50 states.
Role type
Senior IC manager (financial advice team)
Builds
Virtual advice advisor teams and client service models
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 management, Insurance products, Consultative sales, Securities licensing, Performance management, Talent acquisition, Onboarding and training, Change management
Preferred skills
CFP/ChFC/CLU designations, Salesforce, Money Guide Pro
Technologies
Salesforce, Money Guide Pro
Responsibilities
Conduct daily and weekly coaching sessions to enhance consultative sales skills; Drive alignment with organizational objectives by conducting business planning and managing performance expectations; Interview and select talent to align with team staffing expectations; Deliver onboarding and training that accelerates productivity and skill development; Facilitate career pathing and long-term development conversations to drive engagement and retention; Partner with key stakeholders to enhance the performance of the virtual advisor team.
Seniority
Manager, hands-on IC