Senior Wealth Management Performance Coach

National Black MBA Association; Mount Laurel Township (NJ); On-site; USD 140,000 - 207,200; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Discretionary incentive eligibility

Job summary

National Black MBA Association is looking for a Performance Coach to assist in coaching Financial Advisors and enhancing client experiences. This role involves developing strategies to improve advisor productivity and collaborating with Market Executives for programming. Candidates must have a minimum of 10 years of experience in coaching and consulting, a strong understanding of wealth management, and be able to deliver impactful coaching. The role is located in Mount Laurel Township, New Jersey, offering a competitive salary and benefits.

Qualifications

• Minimum of 10 years of coaching and consulting experience.
• Deep understanding of wealth management, including product knowledge.
• Proven experience coaching senior leaders in a results-driven, sales environment.

Responsibilities

• Deliver customized coaching/consulting to a segment of the advisor field.
• Facilitate high value peer communities and teambuilding experiences.
• Partner with Market Executives to support high impact local programming.

Skills

Coaching

Consulting

Executive Presence

Business Acumen

Relationship Building

Influencing

Inclusive Leadership

Conflict Management

Communications

Emotional Intelligence

Process Management

Performance Management

Strategic Thinking

Drives Engagement

Education

High School Diploma / GED / Secondary School

Job description

National Black MBA Association is looking for a Performance Coach to assist in coaching Financial Advisors and enhancing client experiences. This role involves developing strategies to improve advisor productivity and collaborating with Market Executives for programming. Candidates must have a minimum of 10 years of experience in coaching and consulting, a strong understanding of wealth management, and be able to deliver impactful coaching. The role is located in Mount Laurel Township, New Jersey, offering a competitive salary and benefits.