Senior Manager, Advice and Planning Development

About the position

The Senior Manager, Advice and Planning Development is responsible for developing and overseeing the strategy for customer engagement in workplace advice and planning. This role involves leading a team that engages customers through personalized consultations, aiming to expand relationships and deliver valuable experiences. The position requires a proactive leader who is passionate about coaching and building an organization focused on customer success and growth.

Responsibilities

• Drive high velocity, high impact team towards exceptional results characterized by deepened customer relationships and delivery of planning referrals
• Define customer engagement strategy and expectations and deliver strategy through ten impactful associates
• Develop a new team, customer experience, and strategy across the Advice and Planning Organization to expand customer relationships and develop meaningful experiences
• Lead through change management in a fast paced, growth-oriented environment
• Review and assure quality for consultant interactions in a supervisory capacity
• Ensure customer success through resolution of escalated issues, addressing and reducing errors, and achieving service level metrics
• Enhance leadership and coaching skillset to progress career through larger roles within the organization

Requirements

• Bachelor's degree or an equivalent combination of education and professional work
• 3-5 years of relatable industry leadership experience
• FINRA S7, 63 & 24 registrations required within corporate-established timelines
• FINRA fingerprinting required

Nice-to-haves

• Demonstrated success in improving performance results at the individual and team level
• Understanding of financial planning process and key engagement points to inject planner interaction
• Excellent verbal and written communication and consultation skills
• Working knowledge of Microsoft Office software and ability to learn new technology systems

Benefits

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%)
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) for internal networks that support diversity and inclusion