Senior Manager, Advisor Center – Client Growth

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

Benefits offered by this job

Health and dental plans

401(k) contributions

Discretionary bonus

Job summary

Edelman Financial Engines seeks an Advisor Center Sr. Manager to lead a frontline team focused on demonstrating our value, guiding client relationships, and delivering personalized financial planning advice.

You’ll coach staff to meet targets, improve client experiences, and drive business outcomes across digital tools and resources. The role requires 7+ years in financial services, 3+ years supervisory experience, and Series 65/7/66 licenses.

Qualifications

• Bachelor’s Degree in business or finance preferred.
• 7+ years experience in financial services contact center environment.
• 3+ years direct supervisory experience & investor advisor team leadership.
• Passionate about coaching & people development to achieve key performance measurements.
• Deep expertise in financial planning principles, products and services; ability to analyze performance data.

Responsibilities

• Motivate team to reach client contact and conversion targets; optimize campaign coverage and effectiveness.
• Coach advisors to deliver EFE value proposition; listen to calls, conduct coaching, provide feedback.
• Ensure targets are met; monitor advisor effectiveness and reward performance; invest in coaching.
• Handle client escalations; build, retain and restore client relationships.
• Identify opportunities to drive efficiency and improve client experience and processes.

Education

Bachelor’s Degree, business or financial field preferred

Tools

Series 65 or Series 7 & 66 licenses

Job description

Edelman Financial Engines seeks an Advisor Center Sr. Manager to lead a frontline team focused on demonstrating our value, guiding client relationships, and delivering personalized financial planning advice.

You’ll coach staff to meet targets, improve client experiences, and drive business outcomes across digital tools and resources. The role requires 7+ years in financial services, 3+ years supervisory experience, and Series 65/7/66 licenses.