Sr Manager, Advisor Center (Remote)

The role

The Advisor Center Sr. Manager leads a frontline team to demonstrate the value of products and services through outreach programs. The role involves coaching team members to build client relationships and provide financial planning advice.

What you will do

• Motivates team to reach client contact and conversion targets.
• Coaches and motivates a team of advisors to deliver the EFE value proposition.
• Listens to call interactions and performs sides by sides.
• Conducts regular coaching sessions to provide timely feedback.
• Ensures individuals and team meets or exceeds performance targets.
• Leverages data to monitor advisor effectiveness and efficiency.
• Handles client escalations and solves issues.
• Finds opportunities to drive efficiency and effectiveness in 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 plans
• Dental plans
• Other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) provides financial advice to help people thrive. The firm manages over $324 billion in assets and supports more than 1.27 million clients.