Team Lead, Engagement Center (Phoenix, AZ)

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 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.

As a Team Lead on the Engagement Center team, you’ll play a pivotal role by partnering with the Team Managers, QA and the Director, to whom they will report directly, to provide coaching, employee development and direct day-to-day support.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Team Lead role, we are seeking a candidate with proven understanding of the Financial Advisory functions who can thrive in a fast-paced environment and adapt given business needs.  This individual will need to be able to analysis data using team reporting, help with client escalations, and recognize advisor deficiencies.   If you display a positive demeanor, strong work ethic and deliver high performance against goals, this may be an opportunity for you!

Responsibilities:

• Lead, mentor, and develop the team to improve their advisory skills, sales techniques and comprehensive financial planning.  Broadens associate’s views of their current role to understand and see their impact and opportunity within the business.  Listens to call interactions, performs sides by sides, and conducts regular 1 on 1 coaching sessions to provide timely feedback which drives improvements in efficiency, productivity, and business outcomes.
• Partner closely with Team Managers and Director, to develop and execute upon coaching and employee development plans.
• Monitor team performance against aggressive sales targets and client satisfaction metrics, while providing support to ensure continuous improvement.  Motivates team to reach targets, optimize conversation capacity and effectiveness, and meet objectives.
• Through analysis and sales funnel monitoring, partner with opportunity generating individuals and opportunity receiving individuals to deliver highest quality interactions and ensure opportunities are being managed effectively down-funnel. 
• Prioritize ongoing training sessions on sales strategies, standard processes, and other similar skills to keep the team advised and effective to provide the experience our clients and prospective expect.

Requirements:

• Solid understanding of financial services principles, products, and EFE planning experience.
• Consistent track record of high personal performance, while also having a positive impact on their broader team.
• Proven leadership and interpersonal skills to inspire and motivate their team(s).
• Strong emotional intelligence and ability to navigate critical client interactions with compassion.
• Strategic mentality, with a knack for analyzing performance metrics and adapt strategies accordingly.
• Bachelor’s Degree, business or financial subject area preferred.
• 3+ years’ experience in a licensed, client-facing financial services or sales role.
• Sales or advisory leadership experience preferred.
• Possess the Series 65 or Series 7 & 66 licenses; Relevant financial Designations (CFP, CRPC) preferred.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $69,500-$92,700. 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.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and 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.

For more information, please visit EdelmanFinancialEngines.com.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

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 [email protected].

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.