Advisor Manager (Central Territory) - Wealth Management

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate. We need to parse the posting. Content: - Intro paragraph about TruStage mission etc. That's about the role? Could be "About the role" or maybe "About the company". But we can put as

under maybe "About the role". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role section. - Job Purpose paragraph: "This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams." etc. That's part of responsibilities? Could be part of About the role. We'll include in About the role. - Then "Candidates would need to live in the territory of coverage for consideration, which includes Arkansas, Texas, Missouri, Iowa, Oklahoma, and Kansas." That's a requirement (location). Could be under Requirements. - Then "Job Responsibilities" heading with bullet list (actually sentences). We'll extract each bullet as

. - Then "Job Requirements" heading with bullet list (actually sentences). We'll extract each bullet as

. - Then "If you’re ready to help make a difference, apply today. A resume is required to apply." That's application instruction, we must remove. - Then "TruStage may process applicant information using an Artificial Intelligence (AI) tool..." That's boilerplate, remove. - Then "Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range $82,500.00 - $137,500.00" That's Pay info. So we need a Pay section with that content. - Then "At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important." That's Benefits and maybe Schedule? It mentions flexibility, hybrid working. Could be Benefits and maybe Schedule? The instruction: include Schedule only if posting actually states them. It mentions flexibility, hybrid working, but not explicit schedule. Might treat as Benefits. We'll put Benefits section with that content. - Then "Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department." That's boilerplate/EEO? Remove. Thus sections: About the role: include mission paragraph and job purpose paragraph maybe. Responsibilities: list from Job Responsibilities. Requirements: maybe include location requirement and maybe other requirements? Actually Job Requirements section includes experience etc. That could be Requirements or Qualifications. The instruction includes both Requirements and Qualifications headings. We need to decide what goes where. Typically Requirements = experience, education, etc. Qualifications = licenses, certifications. Skills = skills list. We have: Job Requirements bullet list: - 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. We could split: Requirements: experience, leadership years, travel flexibility, track record. Qualifications: licenses. Skills: proven skills list, well-connected. But the instruction says prefer a few substantive sections over many thin ones. So maybe combine Requirements and Qualifications into one section? But we have headings list; we can include both if they have content. Let's see: we have content for Requirements (experience, leadership, travel, integrity). Qualifications (licenses). Skills (leadership skills list, well-connected). Could make three sections. But we must not create sections with filler like "commensurate with experience". We have real content. Thus:

About the role

mission paragraph + job purpose paragraph.

Responsibilities

• ... each bullet

Requirements

• 7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred).
• 3-5 years leadership experience.
• Flexibility of travel to 75%.
• Strong track record of integrity and results in across the industry.

Qualifications

• FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required.

Skills

• 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.
• Well-connected across the industry with leaders, advisors, partners, consultants etc.

Benefits

benefits paragraph.

Pay

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range $82,500.00 - $137,500.00

We should not include Schedule because not explicit. Check for any duplicated lines: ensure we didn't include boilerplate. Now format: only HTML fragment, no or . Use

headings,

for prose,

• for lists. Make sure to preserve all substantive information: we missed some details like "Manage overall Advisor Team productivity to sales and territory plans." etc from Responsibilities. Need to list each bullet from Job Responsibilities. Let's extract Job Responsibilities sentences: - 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/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. - The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. (This is boilerplate? It's a generic disclaimer; maybe we should remove as it's not specific? It's a standard line; but it's part of responsibilities. Might be considered boilerplate but it's not about EEO etc. However it's a generic statement; could be considered filler. The instruction: remove duplicated lines, and application instructions. This line is not duplicated elsewhere; it's a generic disclaimer. Might be okay to keep? It's not specific detail but it's part of the posting. I'd keep it as a responsibility bullet? It's more of a note. Could be considered boilerplate but not explicitly listed to remove. I'd keep it. Now ensure we didn't miss any responsibilities like "Working with the advisors and advisor teams across the territory in helping them grow and develop professionally, achieve growth targets, build successful credit union relationships, comply with all TWMS (TruStage Wealth Management Solutions) and regulatory policies and deliver a good member experience will be paramount in the leadership role." That's from earlier Job Purpose paragraph; we included that in About the role maybe. But we could also include as responsibility. However we already have About the role covering job purpose. Might be okay. But we need to preserve ALL substantive information; we should not omit details. So we need to include that paragraph somewhere. It's currently in the Job Purpose paragraph before Responsibilities heading. We included that in About the role. Good. Also "Supporting the TWMS culture and creating a great overall experience for their advisor teams will be important for sustained success." That's also in Job Purpose. We'll include in About the role. "Working with internal and external partners across TWMS, TruStage, and the industry will be a necessary skill as advisor managers advocate for their advisor teams in problem resolution, onboarding, process improvements, best practices and overall success." Also in Job Purpose. "Alignment with the mission and culture of TWMS is very important as we strive to help members achieve financial security and be the employer of choice across our industry." Also in Job Purpose. Thus About the role should contain all those paragraphs. Now ensure we didn't miss any requirements like "Candidates would need to live in the territory of coverage for consideration, which includes Arkansas, Texas, Missouri, Iowa, Oklahoma, and Kansas." We placed that under Requirements? Actually we didn't include location in Requirements list. We should add that as a requirement bullet. Thus Requirements bullets: location, experience, leadership years, travel, integrity. Now check if any other requirements like "Well-connected across the industry with leaders, advisors, partners, consultants etc." we put under Skills. Now ensure we didn't include any boilerplate like "If you’re ready to help make a difference, apply today. A resume is required to apply." removed. Now ensure we didn't include "TruStage may process applicant information using an Artificial Intelligence (AI) tool..." removed. Now ensure we didn't include "Accommodation request..." removed. Now output HTML. Let's craft. About the role paragraph: combine mission paragraph and job purpose paragraphs. Mission paragraph: "At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition"