Advisor Support Manager - Hybrid, Financial Professionals

Advisor Group Inc.

Atlanta (GA)

Hybrid

USD 70,000 - 75,000

Full time

14 days+

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Job summary

Advisor Group Inc. is seeking a Manager, Advisor Support to lead a team serving financial professionals. You will drive service excellence, coach staff, and align with home office functions to deliver proactive support and education.

The role is full-time, hybrid, based in Atlanta with a minimum four days in the office weekly, and offers a competitive base salary plus performance-based bonus. Bachelor’s degree preferred; FINRA licenses may be relevant.

Qualifications

Minimum 8 years support experience or relevant experience with other firms.
At least 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition.
Extensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals.
Exceptional oral and written communication skills with a strong attention to detail.
Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication.
Outstanding professional presence and positive customer service attitude.
Relevant experience with Investment Advisory business.
Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions.

Responsibilities

Lead a team of Advisor Support Specialists that will support and retain Osaic’s Financial Professionals.
Set team goals, establish vision and take action to achieve goals
Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
Provide timely coaching, training, and total performance management
Have a keen focus on employee engagement while balancing productivity
Develop and maintain internal relationships
Identify and take responsibility for addressing operational and organizational challenges that impact the team
Effectively adopt changing business needs and guide employees through shifting priorities
Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration
All other duties as assigned.