Territory Advisor Manager: Growth & Recruiting

TruStage; Fort Worth (TX); On-site; USD 83,000 - 138,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

Tuition reimbursement

Job summary

TruStage is seeking a Territory Advisor Manager to lead advisor teams and drive recruiting across the territory. The role focuses on revenue growth, partnership with credit unions, adherence to TWMS and regulatory policies, and delivering a superior member experience.

You will network regionally and collaborate with recruiting teams to foster growth and compliance. The position requires travel up to 75%, strong leadership, and experience in financial services with licensing.

Qualifications

• 7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred).
• 3-5 years leadership experience.
• Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.
• Flexibility of travel to 75%.
• Strong track record of integrity and results in across the industry.

Responsibilities

• Manage overall Advisor Team productivity to sales and territory plans.
• Coach advisors on developing relationships within the credit union program. Ensure credit union staff is trained and/familiar with TruStage's financial services and program alternatives.
• Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures. Provide consultative and strategic services within territory.
• District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams.
• Assist credit unions with hiring external coordinators as needed.
• Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors.
• Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices.
• Promote adherence to all sales and support processes by conducting sales process reviews.
• Serve as program expert as it relates to our platform, B/D operations, compliance and support services.
• In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff.
• Support all Advisors in consistently applying Broker/Dealer technology and defined processes.
• Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity.

Skills

Leadership

Communication

Presentation

Cross-functional collaboration

Strategy & execution

Employee engagement

Relationship building

Business acumen

Education

FINRA licenses (Series 7, 63, 65/66, 24; life/health/variable)

Job description

TruStage is seeking a Territory Advisor Manager to lead advisor teams and drive recruiting across the territory. The role focuses on revenue growth, partnership with credit unions, adherence to TWMS and regulatory policies, and delivering a superior member experience.

You will network regionally and collaborate with recruiting teams to foster growth and compliance. The position requires travel up to 75%, strong leadership, and experience in financial services with licensing.