Senior Manager, New Client Development, Wealth Planning

Edelman Financial Engines

115d • $105,000 - $140,000

About The Position

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Sr. Manager, New Client Development on the Traditional Wealth Planning team, you’ll play a pivotal role by helping drive New Client Inflows through leading a team of sales-focused Planners.

Requirements

• 3+ years of experience in leadership roles in the Financial Services industry or track record of success and continued improvement in a high volume, new client development Financial Advisor role.
• Strategic thinker who can communicate and execute tactically.
• Ability to manage through strong communication.
• Capable leader that deploys diplomacy while working collaboratively.
• Functional expertise in diagnosing operational and qualitative opportunities and introducing solutions.
• Fosters a culture of engagement, professional growth and promotes successful outcomes.
• Series 65 required; CFP desired.

Responsibilities

• Direct management of a team of revenue generating Financial Advisors who are focused on turning prospects into retail investment clients.
• Perpetuate a team culture of coaching and metrics-based performance and accountability.
• Lead team meetings, small group, and 1-on-1 coaching sessions focused on improving Advisor and per opportunity efficiency.
• Interact with high-value prospects to directly influence hiring decisions.
• Participate in new employee and ongoing educational training/coaching initiatives impacting the New Client Development organization.
• Collaborate with HR, Legal, and other groups regarding employee and process-related issues and policies.
• Investigate and resolve prospect/client evaluations and escalations.

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 1,001-5,000 employees