Advisor Center Sr. Manager: Coach Teams, Elevate Clients

Edelman Financial Engines, LLC; Phoenix (AZ); Hybrid; USD 81,000 - 108,000; Full time

Job summary

Edelman Financial Engines in Phoenix, AZ seeks an Advisor Center Senior Manager to lead a frontline team that demonstrates the value of EFE products and delivers a personalized client experience.

You will coach advisors, drive client satisfaction and growth, monitor performance, and guide staff through financial planning principles and digital tools in a hybrid work setting. This role requires a Bachelor's degree, 7+ years in financial services and Series 65 or 7/66 licenses.

Qualifications

• Bachelor’s Degree, business or financial field preferred.
• 7+ years experience in financial services & contact center environment.
• 3+ years experience in direct supervisory experience & investor advisor team leadership.
• Passionate about coaching & people development to achieve key performance measurements.
• Displays deep expertise in financial planning principles, products, & services and has a proven ability to analyze performance data for team development.
• Possess the Series 65 or Series 7 & 66 licenses.

Responsibilities

• Motivates team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives.
• Coaches, and motivates a team of advisors to deliver the EFE value proposition, products, and services; listens to call interactions, performs sides by sides, and conducts regular coaching sessions to provide timely feedback which drives improvements in effectiveness, productivity, and business outcomes.
• Ensures individuals and team meets or exceeds performance targets; consistently drives team to raise performance; leverages data to monitor advisor effectiveness and efficiency; rewards strong performance and invests in coaching to correct negative trends or skill gaps identified.
• Effectively handles client escalations, solves issues, and takes steps to build, retain and/or restore client relationships
• Proactively finds opportunities to drive efficiency and effectiveness; works to improve the client experience, sales administration, and other business processes.

Skills

Coaching & people development

Leadership & team coaching

Client relationship management

Financial planning principles

Education

Bachelor’s Degree in business or financial field

Tools

Series 65 license

Series 7 & 66 licenses

Job description

Edelman Financial Engines in Phoenix, AZ seeks an Advisor Center Senior Manager to lead a frontline team that demonstrates the value of EFE products and delivers a personalized client experience.

You will coach advisors, drive client satisfaction and growth, monitor performance, and guide staff through financial planning principles and digital tools in a hybrid work setting. This role requires a Bachelor's degree, 7+ years in financial services and Series 65 or 7/66 licenses.