Sr Manager, Advisor Center New AZ Phoenix Office

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

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

The Advisor Center Sr. Manager leads an impactful frontline team responsible for demonstrating the value of EFE products, services, and reputation through outreach programs that create a personalized client experience, resulting in increased client satisfaction, referrals, repeat business, and attracting new assets under management. This team leader also coaches team members to build effective client relationships, provide financial planning advice, create solutions to meet each unique client’s needs, and guide the client through financial planning principles as well as digital tools and other resources.

As the Advisor Center Sr. Manager, you’ll play a pivotal role by proactively developing staff capabilities with a focus on strong client relationship skills and ensuring delivery of an excellent EFE experience on each client interaction. The Sr. Manager operates as a business driver, motivating staff and peers to continuously improve and differentiate EFE as a trusted and premier provider in the industry.

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.

Requirements

• 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

Compensation

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $130,000 - $155,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30) 1 ,wesupportmorethan1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets 2 .Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

1 TheBarron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received aprecombinationranking of 12th.

2 EdelmanFinancial Engines data, as ofSeptember 30, 2025

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [e-mail] .

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