Sr Manager, Advisor Center

Edelman Financial Engines, LLC•Phoenix, AZ

5d•$130,000 - $155,000

About The Position

The Advisor Center Sr. Manager leads a frontline team that demonstrates the value of Edelman Financial Engines products, services, and reputation through outreach programs. These programs aim to create a personalized client experience that increases client satisfaction, referrals, repeat business, and new assets under management. The manager coaches advisors to build effective client relationships, provide financial planning advice, develop solutions for individual client needs, and guide clients through financial planning principles, digital tools, and other resources. The Sr. Manager proactively develops staff capabilities, emphasizing client relationship skills and excellent client interactions. The role also acts as a business driver, motivating staff and peers to continuously improve and distinguish Edelman Financial Engines as a trusted, premier industry provider.

Requirements

Bachelor’s degree; a business or financial field is preferred.
At least 7 years of experience in financial services and a contact center environment.
At least 3 years of direct supervisory experience and investor advisor team leadership.
Strong interpersonal skills and experience using emotional intelligence.
Passion for coaching and people development to achieve key performance measurements.
Deep expertise in financial planning principles, products, and services, and a proven ability to analyze performance data for team development.
Series 65 or Series 7 and 66 licenses.

Nice To Haves

A bachelor's degree in a business or financial field.

Responsibilities

Motivate the team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives.
Coach and motivate advisors to deliver the EFE value proposition, products, and services; listen to calls, conduct side-by-sides and regular coaching sessions, and provide timely feedback to improve effectiveness, productivity, and business outcomes.
Ensure individuals and the team meet or exceed performance targets, use data to monitor advisor effectiveness and efficiency, reward strong performance, and coach to address negative trends or skill gaps.
Handle client escalations effectively, resolve issues, and take steps to build, retain, or restore client relationships.
Identify opportunities to improve efficiency and effectiveness, the client experience, sales administration, and other business processes.