Senior Advisor Center Manager - Client Experience Leader

Edelman Financial Engines, LLC; Phoenix (AZ); On-site; USD 130,000 - 155,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental and other wellnessplans

401(k) contributions

Job summary

Edelman Financial Engines in the United States seeks an Advisor Center Sr. Manager to lead a frontline team, showcasing our products and services while elevating client satisfaction and attracting new assets.

You will coach advisors, drive performance, and guide clients through financial planning principles and digital tools, working in a collaborative, purpose‑driven culture that values integrity and client focus.

Qualifications

• Bachelor's degree in business or finance or related field.
• 7+ years in financial services & contact center environments.
• 3+ years in direct supervisory roles & advisor team leadership.
• Strong interpersonal skills and emotional intelligence.
• Passionate about coaching and people development to hit KPIs.
• Deep expertise in financial planning principles and products.
• Series 65 or Series 7 & 66 licenses.

Responsibilities

• Motivate and coach a team of advisors to hit targets and improve effectiveness.
• Monitor performance, provide feedback, and drive business outcomes.
• Handle client escalations and strengthen client relationships.
• Improve client experience and sales processes through efficiency.
• Coach staff in financial planning principles and digital tools.

Skills

Financial services experience

Contact center experience

Leadership / supervision

Emotional intelligence

Coaching & development

Performance analytics

Series 65/7/66 licenses

Education

Bachelor's Degree

Job description

Edelman Financial Engines in the United States seeks an Advisor Center Sr. Manager to lead a frontline team, showcasing our products and services while elevating client satisfaction and attracting new assets.

You will coach advisors, drive performance, and guide clients through financial planning principles and digital tools, working in a collaborative, purpose‑driven culture that values integrity and client focus.