Senior Manager - Advisor Development

Valeo Financial Advisors LLC; Carmel (IN); On-site; Full time

Benefits offered by this job

Unlimited PTO

401(k) with company match

Health coverage

Job summary

A financial advisory firm located in Carmel, Indiana is seeking a Senior Manager of Advisor Development. This role involves coaching and motivating new advisors, fostering a strong organizational culture, and ensuring adherence to professional standards. The ideal candidate will possess a Bachelor's degree, with leadership experience and a deep understanding of financial services. This position requires consistent in-person attendance at the headquarters and focuses on driving advisor success through mentorship and strategic development programs.

Qualifications

• Minimum 2 years of leadership experience, preferably with 3-4 years.
• 5+ years of experience in financial services is preferred.
• Strong executive presence with the ability to engage and influence.

Responsibilities

• Support team members to enhance performance and client service excellence.
• Build strong interpersonal relationships through coaching and mentorship.
• Promote continuous improvement in knowledge and leadership capabilities.
• Oversee KPI reporting to identify successes or challenges.
• Collaborate with Compliance Team to ensure adherence to policies.

Skills

Leadership

Coaching

Organizational skills

Time management

Communication skills

Analytical skills

Education

Bachelor’s degree

Tools

Microsoft Office

Salesforce

Job description

Career Opportunities with Valeo Financial Advisors LLC

Financial advice is more than just investments.

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.

Position Overview

The Senior Manager of Advisor Development will play a vital role in the journey of a Valeo advisor. They are a leader dedicated to coaching, developing, and motivating advisors who are beginning their Valeo journey to achieve and surpass high professional standards while acting as a resource for seasoned advisors. This role plays a key part in fostering a thriving organizational culture, identifying talent gaps, addressing challenges, and driving advisor success. By building core competencies such as time management, leadership, communication, and people development, they ensure development programs align with strategic goals, inspire growth and professional excellence, and support employee engagement and retention. Above all, this leader cultivates a culture of accountability, growth, and alignment with the organization’s core values.

This position requires consistent in-person attendance at our Carmel, Indiana headquarters.

Duties and Responsibilities

• Provide support to team members to enhance performance, drive our core values, facilitate adherence to service standards, and ensure client service excellence.
• Build strong interpersonal relationships through regular touchpoints, coaching, and mentorship.
• Promote continuous improvement in knowledge, skills, and leadership capabilities across the firm.
• Oversee KPI reporting to monitor trends, identify successes or challenges, and take necessary action.
• Collaborate with the Compliance Team to ensure adherence to policies and address potential risks.
• Oversee team capacity and client service assignments to ensure optimal efficiency, including monitoring inboxes and arranging coverage during leaves of absence.
• Partner with HR and leadership to address performance-related actions; Lead the annual performance review process.
• Support the firm’s advisor development strategy by assisting in the execution and documentation of training programs tailored to employee and firm needs.
• Assist in hiring processes and ensure new hires align with organizational culture and goals.
• Continually evaluate internal and external resources and systems/platforms for effectiveness.
• Lead professional development and Valeo-specific training in collaboration with others by facilitating engaging sessions across multiple delivery channels.
• Inspire professional development in all employees through a variety of communication methods, events, learning sessions and feedback.
• Maintain in-depth knowledge of industry and meet with specialized colleagues or external resources for expert advice on industry, financial, legal, and/or regulatory issues; Maintain the flexibility to grow industry knowledge.
• Demonstrate consistent history of strong performance by meeting and often exceeding expectations.
• Demonstrate the ability to manage conflict in a professional business manner.

Requirements

• Bachelor’s degree from an accredited four‑year college or university, or equivalent relevant experience.
• Minimum 2 years of leadership, people management, and coaching experience, with 3‑4 years preferred.
• 5+ years of experience in financial services or a related industry is preferred but not required.
• Excellent organizational, time management, analytical, and problem‑solving skills.
• Proficient in Microsoft Office and CRM platforms, preferably Salesforce.
• Capable of working autonomously while actively collaborating as a team member.
• Ability to work in a fast‑paced environment and champion an entrepreneurial spirit.
• Possess and demonstrate excellent collaboration and communication skills (both written and verbal communication).
• A proven track record of integrity with a demonstrated ability to build trust.
• Strong executive presence with the ability to engage, influence, and develop others.
• Knowledge of multiple business systems and ability to train and develop others through use of such systems.
• Comfortable performing multifaceted projects in conjunction with day‑to‑day activities, with strong attention to detail.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.