Overview:
In this role you drive asset growth within Wealth Management by developing strategic and tactical plans and coaching Financial Advisors. You will collaborate with Product Partners and internal teams to ensure training and resources meet regional priorities. The role sits at the intersection of business development and practice management, enabling advisors to better serve clients and grow the business. You’ll operate in a collaborative, cross-functional environment that values integrity, excellence and inclusion, with a clear impact on regional performance and client outcomes. Compensation / Benefits Medical, Prescription Drug, Dental, Vision Health Savings Account Dependent Day Care Savings Account Life Insurance and Disability Paid Time Off and holidays 401(k) and other retirement benefits
Responsibilities:
Maintain working knowledge of the firm’s product suite and tools and position capabilities to client needs Refer inquiries to appropriate internal partners when needed Develop strategic and tactical business plans to drive results Grow and develop Financial Advisors through training and one-on-one coaching Coordinate with Product Partners to ensure advisors have training on existing and new tools Deliver initiatives to Branch/Complex offices and Advisors in various formats Lead desk-to-desk rollout of key initiatives Conduct in-depth book reviews, segmentation, and implement tactical campaigns Procure and coordinate external resources Key requirements ≥5 years in Wealth Management or related product/management experience Bachelor’s Degree Active Series 7 and 66 (or 63 and 65) required upon hire or within 120 days Strong oral and written communication Outstanding interpersonal skills and ability to align stakeholder expectations Creative problem-solving abilities Confident, flexible, and resilient team player Ability to autonomously develop and execute strategic plans strong interpersonal skills communication and alignment across stakeholders creative problem-solving knowledge of firm’s product suite and tools ability to engage with product partners and internal resources strategic planning and execution