Advisor Manager (Central Territory) - Wealth Management
for section headings. We need to include sections only when there is real specific content.
We need to preserve all substantive info, remove boilerplate like EEO, legal, etc. Also remove duplicated lines, navigation, cookie, etc. Not include Job ID etc.
We need to decide sections: Possibly "About the role" (mission and purpose), "Responsibilities", "Requirements", "Qualifications" maybe combine? The posting has "Job Purpose", "Job Responsibilities", "Job Requirements". Also compensation and benefits sections: "Compensation may vary..." and benefits description. Also "Accommodation request" maybe not needed? It's a request for accommodation, but it's not boilerplate? It's about accommodation request; could be considered part of benefits? Might be considered a section but maybe not needed. The instruction: include a section ONLY when posting has real, specific content for it. The accommodation request is specific: "If you need application or interview process accommodations, please contact the accessibility department." That's specific but maybe considered boilerplate? It's not EEO but still a standard statement. Might be considered boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Accommodation request is not exactly those, but could be considered similar to accessibility statement. Might be safe to keep? However they said "Prefer a few substantive sections over many thin ones." Could combine into "Benefits" maybe? But accommodation request is not a benefit. Could be its own small section but maybe considered thin. I'd omit it to keep fewer sections.
We need to include Pay section if posting states base salary range. Yes: "Base Salary Range $82,500.00 - $137,500.00". Also mention compensation may vary, annual incentive (bonus) plan. So we can have Pay section with that info.
Benefits section: they list benefits: medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, plus flexible workplace, hybrid working. So we can include Benefits.
Schedule: not mentioned explicitly; they mention flexibility of travel to 75% (that's travel, not schedule). No schedule info. So omit Schedule.
We need to use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. Not include Job ID.
We need to preserve all substantive information. Let's extract content.
First paragraph: mission statement: "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 about the company; could be "About the role" or "About TruStage". We'll make a section "About the role" with that prose.
Then "Job Purpose": description of position responsibilities: two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Then details about advisor teams, responsibilities, etc. That's substantive; could be part of Responsibilities? But we have separate Job Responsibilities later. To avoid duplication, we could combine Job Purpose into About the role or Responsibilities. But we need to preserve all info; we can include Job Purpose as part of About the role or Responsibilities. Since we have a Responsibilities section later, we could put Job Purpose in About the role (makes sense). Then Responsibilities section will have the bullet list from Job Responsibilities.
Requirements: we have "Job Requirements" list.
Qualifications: maybe not separate; the requirements include experience, skills, licenses, etc. Could treat as Requirements.
We also have "Compensation may vary..." and base salary range, plus benefits description.
We'll create sections:
- About the role (h3) containing mission statement + Job Purpose prose.
- Responsibilities (h3) with ul list of duties from Job Responsibilities.
- Requirements (h3) with ul list of requirements from Job Requirements.
- Pay (h3) with p containing base salary range and note about compensation may vary and annual incentive.
- Benefits (h3) with ul list of benefits.
We must not include sections with filler like "commensurate with experience". We have real content.
Now we need to ensure we don't include duplicated lines. Let's extract details.
About the role prose: combine mission statement and Job Purpose.
Mission statement: "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"
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."
We need to preserve that exactly? We can keep as prose.
Now Responsibilities list: from "Job Responsibilities" paragraph:
- 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 need to make each as
- . The last sentence about not inclusive could be included as a list item or as a separate p after list. Probably as list item.
Now Requirements list: from "Job Requirements":
- 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.
- If you’re ready to help make a difference, apply today. A resume is required to apply. (This is more application instruction; we should remove application instructions per instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we need to drop the "If you’re ready to help make a difference, apply today. A resume is required to apply." Also the AI tool statement later is also application instruction? It's about AI screening; might be considered boilerplate? It's not exactly EEO but it's about process. The instruction says remove application instructions. The AI tool statement is about process; could be considered application instruction. Safer to remove it. Also the later "Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status." That's compensation info, not application instruction, keep.
- Also "TruStage may process applicant information using an Artificial Intelligence (AI) tool..." remove.
- Also "Candidates may choose to opt out of this process." remove.
- Also "Accommodation request ..." maybe keep? It's not application instruction but about accommodation; could be considered part of benefits? Might keep as a separate small section but we said we may omit to keep few sections. However it's substantive about accommodation request. Might be worth including as a section "Accommodation". But the instruction says prefer few substantive sections over many thin ones. This is a thin section. Could combine into Benefits? Not really a benefit. Could be its own section but it's thin. I'd omit to keep fewer sections.
Now Pay section: we have:
"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 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."
We need to separate Pay and Benefits. Pay section should contain base salary range and note about compensation may vary and annual incentive. Benefits section should contain the benefits list.
Thus 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. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
Benefits: list: medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, flexible workplace, hybrid working (they mention "flexibility
- for any list of duties/requirements/benefits. Use
for prose. We must not repeat job title as heading. Not include Job ID. We need to preserve all substantive information. Let's extract content. First paragraph: mission statement: "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 about the company; could be "About the role" or "About TruStage". We'll make a section "About the role" with that prose. Then "Job Purpose": description of position responsibilities: two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Then details about advisor teams, responsibilities, etc. That's substantive; could be part of Responsibilities? But we have separate Job Responsibilities later. To avoid duplication, we could combine Job Purpose into About the role or Responsibilities. But we need to preserve all info; we can include Job Purpose as part of About the role or Responsibilities. Since we have a Responsibilities section later, we could put Job Purpose in About the role (makes sense). Then Responsibilities section will have the bullet list from Job Responsibilities. Requirements: we have "Job Requirements" list. Qualifications: maybe not separate; the requirements include experience, skills, licenses, etc. Could treat as Requirements. We also have "Compensation may vary..." and base salary range, plus benefits description. We'll create sections: - About the role (h3) containing mission statement + Job Purpose prose. - Responsibilities (h3) with ul list of duties from Job Responsibilities. - Requirements (h3) with ul list of requirements from Job Requirements. - Pay (h3) with p containing base salary range and note about compensation may vary and annual incentive. - Benefits (h3) with ul list of benefits. We must not include sections with filler like "commensurate with experience". We have real content. Now we need to ensure we don't include duplicated lines. Let's extract details. About the role prose: combine mission statement and Job Purpose. Mission statement: "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" 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." We need to preserve that exactly? We can keep as prose. Now Responsibilities list: from "Job Responsibilities" paragraph: - 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 need to make each as
- . The last sentence about not inclusive could be included as a list item or as a separate p after list. Probably as list item.
Now Requirements list: from "Job Requirements":
- 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.
- If you’re ready to help make a difference, apply today. A resume is required to apply. (This is more application instruction; we should remove application instructions per instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we need to drop the "If you’re ready to help make a difference, apply today. A resume is required to apply." Also the AI tool statement later is also application instruction? It's about AI screening; might be considered boilerplate? It's not exactly EEO but it's about process. The instruction says remove application instructions. The AI tool statement is about process; could be considered application instruction. Safer to remove it. Also the later "Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status." That's compensation info, not application instruction, keep.
- Also "TruStage may process applicant information using an Artificial Intelligence (AI) tool..." remove.
- Also "Candidates may choose to opt out of this process." remove.
- Also "Accommodation request ..." maybe keep? It's not application instruction but about accommodation; could be considered part of benefits? Might keep as a separate small section but we said we may omit to keep few sections. However it's substantive about accommodation request. Might be worth including as a section "Accommodation". But the instruction says prefer few substantive sections over many thin ones. This is a thin section. Could combine into Benefits? Not really a benefit. Could be its own section but it's thin. I'd omit to keep fewer sections.
Now Pay section: we have:
"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 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."
We need to separate Pay and Benefits. Pay section should contain base salary range and note about compensation may vary and annual incentive. Benefits section should contain the benefits list.
Thus 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. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
Benefits: list: medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, tuition reimbursement, flexible workplace, hybrid working (they mention "flexibility