Sr Manager, Advisor Center (Remote)

3 hours, 29 minutes ago
Full-time
Lead
Sales and Business Development
Edelman Financial Engines

Edelman Financial Engines

Edelman Financial Engines is America's top independent financial planning and investment advisory firm, serving 1.3 million households with $241 billion in assets. They offer investing, financial planning, wealth management, retirement planning, and pe...

Capital Markets
1K-5K
Founded 1986

Description

  • Lead outreach programs and motivate advisors to achieve contact, conversion, campaign coverage, and business objectives.
  • Coach advisors through call reviews, side-by-sides, and regular feedback to improve effectiveness, productivity, and outcomes.
  • Monitor performance data, address skill gaps and negative trends, and recognize strong performance.
  • Handle client escalations, resolve issues, and build, retain, or restore client relationships.
  • Improve client experience, sales administration, and operational efficiency.
  • Develop staff capabilities in client relationship management, financial planning, digital tools, and client solutions.
  • Drive continuous improvement and position EFE as a trusted financial services provider.

Requirements

  • Bachelor’s degree; business or finance preferred.
  • 7+ years of experience in financial services and contact center environments.
  • 3+ years of direct supervisory experience and investor advisor team leadership.
  • Strong interpersonal skills and demonstrated emotional intelligence.
  • Passion for coaching and developing people to achieve performance goals.
  • Deep knowledge of financial planning principles, products, and services.
  • Ability to analyze performance data for team development.
  • Series 65 or Series 7 and 66 licenses.
  • Phoenix, Arizona-based hybrid work preferred; qualified U.S.-based remote candidates may be considered.

Benefits

  • Base salary range of $80,900–$107,850.
  • Potential discretionary bonus.
  • Health, dental, and wellness plans.
  • 401(k) contributions.
  • Hybrid work in Phoenix or remote opportunity for qualified U.S. candidates.

Interested in this position?

Apply directly on the company website

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