Sr Manager, Advisor Center

The role

The Advisor Center Sr. Manager leads a frontline team responsible for outreach programs that create a personalized client experience. The role involves coaching team members to build client relationships, provide financial planning advice, and use digital tools.

What you will do

• Motivates team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives.
• Coaches and motivates a team of advisors to deliver the EFE value proposition, products, and services.
• Listens to call interactions, performs sides by sides, and conducts regular coaching sessions.
• Ensures individuals and team meets or exceeds performance targets.
• Leverages data to monitor advisor effectiveness and efficiency.
• Handles client escalations, solves issues, and takes steps to build, retain and/or restore client relationships.
• Finds opportunities to drive efficiency and effectiveness in client experience and business processes.

Required qualifications

• 7+ years experience in financial services & contact center environment
• 3+ years experience in direct supervisory experience & investor advisor team leadership
• Strong interpersonal skills & experience using emotional intelligence
• Passionate about coaching & people development to achieve key performance measurements
• Deep expertise in financial planning principles, products, & services
• Proven ability to analyze performance data for team development
• Possess the Series 65 or Series 7 & 66 licenses

Nice to have

• Bachelor’s Degree, business or financial field preferred

Benefits

• discretionary bonus
• health
• dental
• other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) guides people with financial advice to help them thrive. The firm supports more than 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets.