Advisor Team Lead - Financial Services (Central Territory)

TruStage; Arkansas; On-site; USD 83,000 - 138,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Tuition reimbursement

Job summary

TruStage seeks a strategic leader to drive growth by coaching and leading advisor teams within the territory, while recruiting and developing advisors to meet revenue and recruitment goals. The role demands collaboration with credit unions, adherence to TWMS and regulatory policies, and a strong focus on member experience across Arkansas and surrounding regions.

The position requires deep industry knowledge, FINRA licensing, and a proven track record in leadership, relationship-building and

Qualifications

• 7 years' experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred).
• 3-5 years leadership experience.
• Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.

Responsibilities

• Manage overall Advisor Team productivity to sales and territory plans.
• Coach advisors on developing relationships within the credit union program. Ensure credit union staff is trained and/familiar with TruStage's financial services and program alternatives.
• District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams.
• Assist credit unions with hiring external coordinators as needed.
• Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors.
• Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices.
• Promote adherence to all sales and support processes by conducting sales process reviews.
• Serve as program expert as it relates to our platform, B/D operations, compliance and support services.
• In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff.
• Support all Advisors in consistently applying Broker/Dealer technology and defined processes.
• Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity.

Skills

Leadership

Communication

Strategic Planning

Relationship Building

Job description

TruStage seeks a strategic leader to drive growth by coaching and leading advisor teams within the territory, while recruiting and developing advisors to meet revenue and recruitment goals. The role demands collaboration with credit unions, adherence to TWMS and regulatory policies, and a strong focus on member experience across Arkansas and surrounding regions.

The position requires deep industry knowledge, FINRA licensing, and a proven track record in leadership, relationship-building and