Territory Advisor Team Lead – Growth & Recruitment

TruStage; San Antonio (TX); Hybrid; USD 83,000 - 138,000; Full time

Benefits offered by this job

Annual incentive

Medical benefits

Dental benefits

Vision benefits

401k plan

Tuition reimbursement

Hybrid workplace

Job summary

TruStage Wealth Management Solutions is seeking a leader to coach and recruit advisor teams across our territory. The role focuses on growing revenue, achieving recruiting goals, and delivering high-quality member experiences while ensuring compliance with TWMS policies.

You will manage district-level advisor teams, drive sales initiatives, and collaborate with credit unions and internal partners to optimize processes and training.

Qualifications

• 7 years in financial services industry (TPM or Bank/Credit union investment program experience preferred).
• 3-5 years leadership experience.
• FINRA Series 7, 63, 65 (or 66), 24 and life/health/variable licenses required.

Responsibilities

• Manage overall Advisor Team productivity to sales and territory plans.
• Coach advisors on developing relationships within the credit union program; ensure branding consistency across programs.
• District level responsibility for recruiting, hiring and retention of Managed Financial Advisors and Teams; assist with external coordinators as needed.
• Direct the sales activities and exercise direct sales management of assigned managed advisors; align with TWMS sales practices.
• Promote adherence to all sales and support processes by conducting sales process reviews.
• Serve as program expert related to our platform, broker/dealer operations, compliance and support services.
• Coordinate training across internal resources on processes, sales, marketing, compliance and technology for financial service representatives and staff.
• Conduct self in line with policies of ethical market conduct with high standards of honesty and integrity.

Skills

Leadership

Communication

Presentation skills

Relationship building

Strategic thinking

Business acumen

FINRA licenses knowledge

Industry experience

Job description

TruStage Wealth Management Solutions is seeking a leader to coach and recruit advisor teams across our territory. The role focuses on growing revenue, achieving recruiting goals, and delivering high-quality member experiences while ensuring compliance with TWMS policies.

You will manage district-level advisor teams, drive sales initiatives, and collaborate with credit unions and internal partners to optimize processes and training.