Advisor Manager (Central Territory)

About the role

This position will be responsible for two key activities within a territory: coaching and leading advisors and advisor teams (including senior advisors, associate advisors, RSMRs, sales assistants/coordinators) and recruiting advisors and advisor teams. The Advisor Manager will drive revenue and sales goals, as well as recruiting targets for the territory.

Key responsibilities include networking across the region, partnering with the recruiting team, and working with advisors to help them grow professionally, achieve growth targets, build successful credit union relationships, comply with TWMS and regulatory policies, and deliver a positive member experience. Supporting the TWMS culture and creating a great experience for advisor teams is critical for sustained success. The role also involves collaborating with internal and external partners to advocate for advisor teams in problem resolution, onboarding, process improvements, and best practices.

Candidates must live in the territory of coverage, which includes Arkansas, Texas, Missouri, Iowa, Oklahoma, and Kansas.

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 TruStage’s financial services and program alternatives.
• Ensure consistent experiences and branding with multiple representative programs in multiple branch structures.
• Provide consultative and strategic services within the 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.
• Conduct regular reviews as prescribed for managed credit union programs and advisors.
• Direct sales activities and exercise direct sales management of assigned managed advisors, consistent with TWMS sales practices.
• Promote adherence to all sales and support processes by conducting sales process reviews.
• Serve as a program expert for the platform, broker/dealer operations, compliance, and support services.
• 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 of 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 to travel up to 75%.
• Strong track record of integrity and results 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, and consultants.

Pay

Base Salary Range: $82,500.00 - $137,500.00. The position may also be eligible for an annual incentive (bonus) plan.

Benefits

• Medical, dental, and vision insurance.
• Employee assistance program.
• Life insurance and disability plans.
• Parental leave.
• Paid time off.
• 401k retirement plan.
• Tuition reimbursement.
• Flexible workplace policies, including hybrid work options.