Investment Services Manager and Program Development

Bishop & Company, Inc.; Honolulu (HI); On-site; USD 110,000 - 176,000; Full time

Job summary

Bishop & Company is seeking an Investment Services Manager and Program Development leader to coach Financial Advisors and Associate Financial Advisors, drive advisor performance, and accelerate business growth. The role partners across the organization to ensure a superior client experience and attainment of strategic goals.

The ideal candidate has deep expertise in financial planning, advisory services, sales leadership, and relationship-based client engagement, with at least 5 years in wealth

Qualifications

• 5+ years of sales experience in wealth management or financial services.
• Leadership experience coaching and developing advisor teams.
• Strong knowledge of financial planning and client engagement.

Responsibilities

• Lead Advisor Development & Performance Coach, mentor, and inspire Financial Advisors and Associate Financial Advisors through a structured development program focused on business growth, client acquisition, and financial planning excellence.
• Develop individualized business plans for advisors, helping them identify opportunities, increase productivity, and achieve personal and team goals.
• Conduct regular one-on-one coaching sessions, performance reviews, and strategic business consultations.
• Champion a Planning-Based Client Experience and train advisors on a consultative, relationship-driven sales process that emphasizes holistic financial planning and long-term client success.
• Guide teams through all phases of the client journey, including discovery, data gathering, plan development and recommendations, and driving business growth.
• Partner with advisors to identify asset-gathering opportunities and attract new client assets.

Skills

Leadership

Coaching

Financial planning

Relationship-based sales

Communication

Presentation skills

Microsoft Office

Tools

Microsoft Office

Job description

Investment Services Manager and Program Development Bishop & Company is searching for an Investment Services Manager and Program Development Manager for an excellent client. We are seeking a dynamic and accomplished wealth management leader to drive advisor performance, accelerate business growth, and foster a culture of excellence. This role is responsible for coaching and developing Financial Advisors and Associate Financial Advisors while partnering across the organization to deliver exceptional client experience and achieve strategic business objectives. The ideal candidate is a proven financial services professional with deep expertise in financial planning, advisor development, sales leadership, and relationship-based client engagement. Purpose of Job Responsible for achieving the department’s investment product sales goals including advisory, recurring revenue, and gain new assets. Manages and provides ongoing coaching, guidance, discipline and counseling to ensure continual development and success of the advisory and insurance business. Executes vision, priorities and objectives that are aligned with the strategic direction of the company and the Director/Program Manager.

What You'll Do

Lead Advisor Development & Performance Coach, mentor, and inspire Financial Advisors and Associate Financial Advisors through a structured development program focused on business growth, client acquisition, and financial planning excellence.

Develop individualized business plans for advisors, helping them identify opportunities, increase productivity, and achieve personal and team goals.

Conduct regular one-on-one coaching sessions, performance reviews, and strategic business consultations.

Championing a Planning-Based Client Experience Train advisors on a consultative, relationship-driven sales process that emphasizes holistic financial planning and long-term client success.

Guide teams through all phases of the client journey, including: Discovery and goal-setting conversations Financial data gathering and analysis Plan development and recommendations Drive Business Growth.

Partner with advisors to identify asset-gathering opportunities, increase wallet share, and attract new client assets.

Develop and implement profiling and discovery strategies that uncover additional client needs and growth opportunities.

Serve as a Subject Matter Expert Maintain advanced expertise across financial planning, advisory, insurance, and annuity solutions. Participate in product review, evaluation, and approval processes to ensure advisors have access to competitive client solutions.

Build Strategic Partnerships Foster strong relationships with branch leadership and financial institution partners to create a collaborative and growth-oriented environment. Serve as a trusted resource for advisors, licensed branch employees, and key stakeholders across the organization.

Ensure Regulatory Excellence Ensure adherence to all Broker/Dealer, SEC, FINRA, state regulatory, and firm-specific policies and procedures.

What You Bring

Experience 5+ years of successful sales experience within the securities, wealth management, insurance, or financial services industry. 5+ years of leadership experience managing, coaching, and developing high-performing sales or advisory teams. Demonstrated success driving advisor productivity, business growth, and client acquisition. Experience implementing financial planning strategies and relationship-based sales methodologies.

Preferred Strengths

Strong coaching and leadership skills with a passion for developing talent. Deep understanding of investment, advisory, insurance, and retirement planning solutions. Exceptional relationship-building, communication, and presentation abilities. Strategic thinker with the ability to balance advisor development, client outcomes, and business growth. Proven ability to influence, motivate, and lead through change.

Why Top Candidates Choose This Opportunity

Lead and shape the success of an established advisor team. Make a measurable impact on advisor growth, client outcomes, and business performance. Work in a leadership role that combines coaching, strategy, business development, and wealth management expertise. Join an organization committed to financial planning excellence, advisor support, and long-term client relationships.

Required Skills or Training

Demonstrates competency in use of Microsoft Office (Word, Excel, PowerPoint, Outlook). Highly effective verbal, written, interpersonal, and presentation skills. Ability to effectively present to individual customers or to large groups. Must be a motivational leader who can hold candid and direct communication with all team members and teammates. Demonstrated ability to lead teams through change.

Professional Certifications, Licenses, And/or Registration Requirements

Life and Health licenses and SIE, 7, and 66 securities registrations required. Series 24 or 9/10 preferred. Valid US driver’s license and access to transportation.

Compensation

Compensation is unique to each candidate and relative to the skills and experience they bring to the position. The salary range for this position is typically $110,000-$176,000 annually with potential bonus. This does not guarantee a specific salary as compensation is based upon multiple factors such as education, experience, certifications, and other requirements, and may fall outside of the above-stated range.

About the Agency

Bishop & Company provides recruiting and placement services for client companies and opportunities for job seekers throughout Hawaii.

Equal Opportunity Employer – Disability and Veteran