Sr Manager, Advisor Center (Remote)

Edelman Financial Engines, LLC

5d•$130,000 - $155,000•Remote

About The Position

The Advisor Center Sr. Manager leads a frontline team that demonstrates the value of Edelman Financial Engines (EFE) 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 team members to build effective client relationships, provide financial planning advice, develop solutions for clients’ individual needs, and guide clients through financial planning principles, digital tools, and other resources. The role focuses on developing staff capabilities in client relationship skills and ensuring an excellent EFE experience during every client interaction. The Sr. Manager motivates staff and peers to improve continuously and distinguish EFE as a trusted, premier provider. The ideal candidate will be based in Phoenix, Arizona, in a hybrid capacity; qualified candidates elsewhere in the United States may be considered for remote work.

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 proven ability to analyze performance data for team development.
Series 65 license or Series 7 and Series 66 licenses.

Nice To Haves

Bachelor’s degree in a business or financial field.

Responsibilities

Motivate the team to meet client contact and conversion targets, optimize campaign coverage and effectiveness, and achieve campaign objectives.
Coach and motivate advisors to deliver EFE’s value proposition, products, and services; listen to calls, conduct side-by-side observations, and hold regular coaching sessions that provide timely feedback and improve effectiveness, productivity, and business outcomes.
Ensure individuals and the team meet or exceed performance targets, use data to monitor advisor effectiveness and efficiency, recognize 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.