The
Senior Manager, Financial Consultants provides leadership, direction, and accountability for the financial consultant function, ensuring delivery of high-quality member engagement, guidance, and service outcomes. This role is responsible for driving performance, establishing operational direction, and executing business objectives that support member engagement and retention strategies. Operates with latitude to make decisions within defined objectives to achieve meaningful impact on business outcomes.
What You'll Do:Functional Leadership & Performance Ownership- Lead and develop a team of financial consultants to achieve defined business objectives related to member engagement and retention
- Establish performance expectations, service standards, and accountability measures aligned to organizational goals
- Monitor and manage performance outcomes, identifying trends and taking action to improve results
Operational & Business Management- Oversee the execution of financial consultant activities to ensure consistency, quality, and efficiency across member interactions
- Make operational decisions within defined business objectives to optimize resource allocation, outreach effectiveness, and service delivery
- Drive consistency in processes, workflows, and service models to improve member experience and outcomes
Strategic Execution & Business Alignment- Translate business strategies into actionable plans for the financial consultant function
- Lead implementation of initiatives that drive member engagement, retention, and organizational objectives
- Partner with cross-functional teams to align priorities and ensure successful execution of enterprise initiatives
Continuous Improvement & Insight Generation- Identify and implement opportunities to improve processes, enhance effectiveness, and increase impact of financial consultant activities
- Utilize data and performance insights to guide decision-making and recommend improvements to leadership
- Contribute to the evolution of engagement strategies through front-line insights and operational feedback
What You'll Need- 5+ years of relevant people leadership experience in financial services or client engagement roles
- Bachelor's degree or equivalent work experience required
- Series 6 and 63 securities license or ability to obtain within 6 months
- Experience leading and developing teams to achieve business objectives
- Strong understanding of financial products, services, and applicable regulations
- Ability to manage complex situations and competing priorities with sound judgment
- Strong communication, organizational, and interpersonal skills
#LI-Hybrid
#LI-HM1
