Senior Wealth Management Leader & Advisor Coach

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

Job summary

Bishop & Company, Inc. is seeking an Investment Services Manager and Program Development Manager to lead advisor performance, drive growth, and foster a culture of excellence in wealth management.

This role partners across the organization to deliver exceptional client experiences and achieve strategic objectives. The ideal candidate brings deep expertise in financial planning, advisor development, sales leadership, and relationship-based client engagement to accelerate business growth and

Qualifications

• 5+ years sales experience in securities/wealth management.
• 5+ years leadership experience coaching/advisory teams.
• Proven success driving advisor productivity, client growth and assets.
• Experience implementing financial planning strategies.

Responsibilities

• Coach and develop Financial Advisors and Associate Financial Advisors.
• Develop individualized business plans to identify opportunities, increase productivity, and achieve goals.
• Conduct regular one-on-one coaching sessions, performance reviews, and strategic consultations.
• Drive asset gathering, wallet share growth, and profiling/discovery strategies.

Skills

Leadership

Coaching

Communication

Presentation skills

Change management

Microsoft Office

Job description

Bishop & Company, Inc. is seeking an Investment Services Manager and Program Development Manager to lead advisor performance, drive growth, and foster a culture of excellence in wealth management.

This role partners across the organization to deliver exceptional client experiences and achieve strategic objectives. The ideal candidate brings deep expertise in financial planning, advisor development, sales leadership, and relationship-based client engagement to accelerate business growth and