Senior Advisor Center Manager: Client Growth & Coaching

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

Job summary

Edelman Financial Engines is seeking an Advisor Center Sr. Manager to lead a frontline team delivering the value of EFE products and services while coaching staff to build strong client relationships and provide thoughtful financial planning guidance.

The role emphasizes coaching, performance management, and driving client satisfaction, referrals, and new assets under management, with a focus on delivering an excellent client experience across interactions.

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

Client relationship management

Financial planning principles

Data analysis & performance tracking

Education

Bachelor’s Degree, business or financial field preferred

Series 65 or Series 7 & 66 licenses

Job description

Edelman Financial Engines is seeking an Advisor Center Sr. Manager to lead a frontline team delivering the value of EFE products and services while coaching staff to build strong client relationships and provide thoughtful financial planning guidance.

The role emphasizes coaching, performance management, and driving client satisfaction, referrals, and new assets under management, with a focus on delivering an excellent client experience across interactions.