Advisor Manager (Central Territory) - Wealth Management
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. Must not include Job ID etc. Remove boilerplate.
We need to parse the posting.
First paragraph: mission statement etc. Could be "About the role" maybe. The posting includes "Job Purpose" then description. So we can put that under About the role.
Responsibilities: list of duties.
Requirements: includes years experience etc.
Qualifications: maybe licenses etc.
Skills: maybe leadership, communication etc.
Benefits: described.
Pay: base salary range.
Schedule: maybe travel flexibility 75% travel? Not schedule. Not explicit schedule. Could omit.
We must not create sections with placeholder. So include only those with content.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive info, not invent or summarize away detail.
We need to include all details: e.g., territory coverage list, etc.
Let's extract.
About the role / Job Purpose: "This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators. Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory. The ability to network across the region and partner with our recruiting team will be critical for recruiting success. 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. Supporting the TWMS culture and creating a great overall experience for their advisor teams will be important for sustained success. 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. 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. Candidates would need to live in the territory of coverage for consideration, which includes Arkansas, Texas, Missouri, Iowa, Oklahoma, and Kansas."
That's a lot; we can put as prose
.
Responsibilities: bullet list.
Let's list responsibilities from posting:
- 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. (We can include as prose maybe but it's a note; we can keep as part of responsibilities.)
We'll put each as
- .
Requirements: bullet list? The posting says:
- 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 separate Qualifications (licenses) and Skills (leadership etc). But we can follow instruction: Use headings for Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where.
Qualifications: likely the licenses and experience? Actually "Qualifications" often includes education, certifications, licenses. So we can put FINRA etc and maybe years experience? But experience could be under Requirements. Let's follow typical: Requirements: experience, years, travel. Qualifications: licenses, certifications. Skills: leadership, communication etc.
Thus:
Requirements (
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 (Qualifications
):
- FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required.
Skills (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
):
List: medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, flexible workplace, hybrid work normal, etc. Also mention annual incentive (bonus) plan.
Pay (Pay
):
Base Salary Range $82,500.00 - $137,500.00. Also mention compensation may vary based on job level, geographic work location, position incentive plan and exemption status. Also mention may be eligible for annual incentive (bonus) plan.
Schedule: Not explicitly given. Travel flexibility 75% is under Requirements. No schedule like full-time, part-time. So we should not create Schedule section.
About the role: we need heading About the role (About the role
) with prose from Job Purpose.
We must not repeat job title. Also we should not include "Job Purpose" heading; we use About the role.
We need to remove boilerplate: EEO, accommodation request? The posting includes "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; we should remove.
Also remove "If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool..." That's application instructions; remove.
Also remove "At TruStage, we believe a sound, inclusive benefits program is of vital importance..." Actually that's benefits description; we keep.
We need to preserve all substantive info; we must not invent or summarize away detail. So we need to keep the details about benefits, pay, etc.
Let's craft HTML.
Structure:
About the role
... (Job Purpose paragraph)
Responsibilities
- ...
...
Requirements
- ...
...
Qualifications
- ...
...
Skills
- ...
...
Benefits
- ...
...
Pay
Base Salary Range $82,500.00 - $137,500.00. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Your position may be eligible for an annual incentive (bonus) plan.
We should not include schedule.
Check that we didn't miss any substantive info: territory coverage list (Arkansas, Texas, Missouri, Iowa, Oklahoma, Kansas) is in About the role paragraph; we included that.
Also mention "Candidates would need to live in the territory of coverage for consideration". Good.
Also mention "Working with 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." etc.
Also mention "Supporting the TWMS culture and creating a great overall experience for their advisor teams will be important for sustained success."
Also mention "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 mention "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."
All included.
Now ensure we didn't include any boilerplate like "At TruStage, we’re on a mission to make a brighter financial future accessible to everyone..." That's part of About the role? Actually that's introductory fluff; but it's substantive? It's mission statement; we could include it in About the role as well. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that mission statement too. The posting starts: "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". That's also substantive about company. Should we include? It's not boilerplate; it's about company culture. We can include in About the role as well.
Thus About the role paragraph can combine that intro plus Job Purpose.
Let's craft About the role 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. This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams.
for prose. We must preserve all substantive info, not invent or summarize away detail. We need to include all details: e.g., territory coverage list, etc. Let's extract. About the role / Job Purpose: "This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators. Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory. The ability to network across the region and partner with our recruiting team will be critical for recruiting success. 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. Supporting the TWMS culture and creating a great overall experience for their advisor teams will be important for sustained success. 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. 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. Candidates would need to live in the territory of coverage for consideration, which includes Arkansas, Texas, Missouri, Iowa, Oklahoma, and Kansas." That's a lot; we can put as prose
. Responsibilities: bullet list. Let's list responsibilities from posting: - 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. (We can include as prose maybe but it's a note; we can keep as part of responsibilities.) We'll put each as
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 (Qualifications
): - FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required. Skills (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
): List: medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, flexible workplace, hybrid work normal, etc. Also mention annual incentive (bonus) plan. Pay (Pay
): Base Salary Range $82,500.00 - $137,500.00. Also mention compensation may vary based on job level, geographic work location, position incentive plan and exemption status. Also mention may be eligible for annual incentive (bonus) plan. Schedule: Not explicitly given. Travel flexibility 75% is under Requirements. No schedule like full-time, part-time. So we should not create Schedule section. About the role: we need heading About the role (About the role
) with prose from Job Purpose. We must not repeat job title. Also we should not include "Job Purpose" heading; we use About the role. We need to remove boilerplate: EEO, accommodation request? The posting includes "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; we should remove. Also remove "If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool..." That's application instructions; remove. Also remove "At TruStage, we believe a sound, inclusive benefits program is of vital importance..." Actually that's benefits description; we keep. We need to preserve all substantive info; we must not invent or summarize away detail. So we need to keep the details about benefits, pay, etc. Let's craft HTML. Structure:About the role
... (Job Purpose paragraph)
Responsibilities
- ... ...
Requirements
- ... ...
Qualifications
- ... ...
Skills
- ... ...
Benefits
- ... ...
Pay
Base Salary Range $82,500.00 - $137,500.00. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Your position may be eligible for an annual incentive (bonus) plan.
We should not include schedule. Check that we didn't miss any substantive info: territory coverage list (Arkansas, Texas, Missouri, Iowa, Oklahoma, Kansas) is in About the role paragraph; we included that. Also mention "Candidates would need to live in the territory of coverage for consideration". Good. Also mention "Working with 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." etc. Also mention "Supporting the TWMS culture and creating a great overall experience for their advisor teams will be important for sustained success." Also mention "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 mention "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." All included. Now ensure we didn't include any boilerplate like "At TruStage, we’re on a mission to make a brighter financial future accessible to everyone..." That's part of About the role? Actually that's introductory fluff; but it's substantive? It's mission statement; we could include it in About the role as well. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that mission statement too. The posting starts: "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". That's also substantive about company. Should we include? It's not boilerplate; it's about company culture. We can include in About the role as well. Thus About the role paragraph can combine that intro plus Job Purpose. Let's craft About the role 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. This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams.