Advisor Program Development and Recognition, Senior ManagerSummary:The Advisor Program Development and Recognition, Senior Manager plays a crucial role in enhancing the productivity and professional growth of our Financial Advisors. This position involves leading and managing a menu of comprehensive advisor development programs. Additionally, the role is responsible for developing, implementing, and overseeing advisor recognition and incentive programs. These programs aim to recognize, motivate, and reward successful advisors, provide opportunities for industry insights, training, and knowledge, and foster relationship-building across the firm.
Essential Duties & Responsibilities:- In collaboration with the Financial Strategies Group, Branch, and other divisions - develop and implement growth strategies and programs designed to assist the Financial Advisor in meeting or exceeding target growth and AUM goals.
- Develop, execute, and oversee programs and curriculum that offer Financial Advisors opportunities to continue to enhance their business and industry knowledge.
- Conduct training needs analysis to identify skill gaps and develop targeted training solutions.
- Coordinate with internal departments to ensure training programs align with company goals and regulatory requirements.
- Align training initiatives with company strategies and goals.
- Coordinate and manage firm-wide program priorities and schedule.
- Manage firm budget and coordinate vendor partnerships to support these programs.
- Monitor and track program success from both quantitative and qualitative perspectives.
- Design and implement comprehensive advisor recognition and incentive programs. Partner with the Executive Team to ensure alignment with key initiatives and goals.
- Manage program budgets and recommend updates as needed.
- Develop and deepen relationships with Financial Advisors to support their business and identify opportunities.
- Perform other applicable responsibilities as assigned.
Qualifications:- Strong leadership and management skills.
- Excellent communications and critical thinking abilities.
- Ability to work independently and autonomously.
- Exceptional organizational skills and attention to detail.
- Proficiency in analyzing data and developing actionable insights.
- Willingness to travel up to 30% of the time.
- Proficiency in Microsoft Office Suite.
Education and/or Work Experience:
- Minimum Education Required: Bachelor's Degree in Business or a related discipline, or equivalent industry work experience of 15+ years.
- Minimum Work Experience Required: 10+ years related work experience in advisor development, recognition and incentive programs, strategic partnerships and account management.
Licenses/Registration: - Minimum Required: Series 7 and 66 upon hire or the ability to obtain within 6 months of hire date.
Work Environment:This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
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