Wealth Management Team Lead - Advisor Coaching & Growth

Landing Point; Boston (MA); On-site; USD 125,000 - 175,000; Full time

Job summary

Landing Point in Boston is seeking a Manager for its Wealth Management division to lead a team of financial advisors, driving client experience, asset retention, and sales performance while shaping the future of wealth guidance.

You will coach advisors to uphold fiduciary standards, support licenses and professional development, and collaborate on strategic initiatives across the Investor Center, ensuring compliance and data-driven decision making.

Qualifications

• Experience leading, coaching, or developing teams in financial services, sales, or a related environment.
• Exposure to retirement, investment, or wealth management solutions.
• Comfort operating in a regulated or fiduciary environment.
• FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24) *FINRA Series 9 and 10 licenses required
• Bachelor’s degree required; advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus

Responsibilities

• Lead a team of financial advisors, focusing on advisor development, client experience, asset retention, and sales performance
• Coach advisors to deliver fiduciary and advisory standards, driving asset retention and sales growth
• Provide personalized coaching aligned to each advisor’s experience level and career goals
• Support advisors in pursuing additional licenses and professional development
• Identify opportunities to improve performance, processes, and advisor effectiveness
• Contribute to planning and strategic initiatives across the Investor Center
• Ensure compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment
• Use data and performance insights to guide coaching and inform decision-making

Skills

Leadership experience

Coaching

Team development

Financial services experience

Education

Bachelor’s degree

MBA or designations encouraged

Job description

Landing Point in Boston is seeking a Manager for its Wealth Management division to lead a team of financial advisors, driving client experience, asset retention, and sales performance while shaping the future of wealth guidance.

You will coach advisors to uphold fiduciary standards, support licenses and professional development, and collaborate on strategic initiatives across the Investor Center, ensuring compliance and data-driven decision making.