Hybrid Advisor Manager – Wealth Management

at TruStage

• Job title: Advisor Manager – Wealth Management
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: $82,500 - $137,500 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Philadelphia, United States

About the role

• Advisor Manager at TruStage coaching and leading advisor teams to achieve financial solutions. Responsible for recruitment and managing productive advisor relationships in Eastern PA and upstate NY.

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 TruStages 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

Requirements

• 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
• FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required
• Well-connected across the industry with leaders, advisors, partners, consultants etc.

Benefits

• medical, dental, vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement