Manager, Advisor Business Development
Description
Manager, Advisor Center (Phoenix, AZ)
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.
The Advisor Center Manager leads an impactful frontline team responsible for demonstrating the value of EFE products, services, and reputation through outreach programs that create a personalized client experience, resulting in increased client satisfaction, referrals, repeat business, and attracting new assets under management. This team leader also coaches team members to build effective client relationships, provide financial planning advice, create solutions to meet each unique client’s needs, and guide the client through financial planning principles as well as digital tools and other resources.
As the Advisor Center Manager, you’ll play a pivotal role by proactively developing staff capabilities with a focus on strong client relationship skills and ensuring delivery of an excellent EFE experience on each client interaction. The Manager operates as a business driver, motivating staff and peers to continuously improve and differentiate EFE as a trusted and premier provider in the industry.
Responsibilities:
- Motivates team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives.
- Coaches, and motivates a team of advisors to deliver the EFE value proposition, products, and services; listens to call interactions, performs sides by sides, and conducts regular coaching sessions to provide timely feedback which drives improvements in effectiveness, productivity, and business outcomes.
- Ensures individuals and team meets or exceeds performance targets; consistently drives team to raise performance; leverages data to monitor advisor effectiveness and efficiency; rewards strong performance and invests in coaching to correct negative trends or skill gaps identified.
- Effectively handles client escalations, solves issues, and takes steps to build, retain and/or restore client relationships
- Proactively finds opportunities to drive efficiency and effectiveness; works to improve the client experience, sales administration, and other business processes
Requirements:
- Bachelor’s Degree, business or financial field preferred
- 5+ years experience in financial services & contact center environment
- 3+ years experience in direct supervisory experience & investor advisor team leadership
- Strong interpersonal skills & experience using emotional intelligence
- Passionate about coaching & people development to achieve key performance measurements
- Displays deep expertise in financial planning principles, products, & services and has a proven ability to analyze performance data for team development
- Possess the Series 65 or Series 7 & 66 licenses
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 145+ offices 2. across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 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.
© 2023 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
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1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.