Senior Manager, New Client Development, Wealth Planning
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 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. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Manager, New Client Development role, we are seeking a candidate with the proven ability to lead sales-focused, revenue-generating Financial Advisors to achieve plan targets in a culture of metrics-based accountability and work collaboratively to implement new process changes. If you have a passion for coaching revenue generating Financial Advisors, have an always-looking-to-improve mentality, and thrive in a collaborative environment, then this may be an opportunity for you!
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
- this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
