Please Note: We have ONE opening for an Advisory Manager that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, NJ - New York, NY - Annapolis, MD - McLean, VAJob Overview:We are looking for an
Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors. This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards.
Responsibilities:- Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors
- Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead
- Provide hands-on mentorship, coaching, and ongoing feedback to Planning Associates
- Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader
- Assist in communicating departmental goals and expectations, guide team members in their execution
- Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities
- Monitor progress toward team and individual SMART goals, offering course correction and support as needed
- Conduct annual performance reviews and contribute to ongoing evaluation of team members' development
- Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team
- Stay current on financial planning tools, technologies, and methodology to ensure planners are equipped with the resources they need
- Support team culture, morale, and cross-office collaboration
- Occasional travel may be required
What are we looking for?We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
- Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
- Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships - supportive and authentic with mutual respect for colleagues
Qualifications: - Bachelor's Degree
- CFP or CFA certification
- Minimum of 5-8 years of experience in a wealth management-related or financial services field
- Prior leadership or supervisory experience preferred
- Excellent communication, coaching, and conflict resolution skills
- Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example
Skills and Competencies:- Proven analytical and problem-solving skills
- Interpersonal skills and a willingness to make decisions using sound and accurate judgement
- Highly proficient in the Microsoft Office Suite
- Excellent written and verbal communication skills
- Team player, able to work well with all levels of the firm, and pitch in wherever needed
Benefits:- Performance-based bonus
- Safe Harbor 401(k) plan
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
- Paid vacation
- Opportunities for professional growth and continuing education
- Partial remote work
- Salary range: $100-145,000 annually
- Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
