Advisor Program Development and Recognition, Senior Manager

About the role

The Advisor Program Development and Recognition, Senior Manager enhances the productivity and professional growth of Financial Advisors through comprehensive development and recognition programs.

Responsibilities

• Develop and implement growth strategies and programs to assist Financial Advisors in meeting or exceeding target growth and AUM goals.
• Develop, execute, and oversee programs and curriculum that offer Financial Advisors opportunities to enhance their business and industry knowledge.
• Conduct training needs analysis to identify skill gaps and develop targeted training solutions.
• Cook up training programs that align with company goals and regulatory requirements.
• Coordinate and manage firm-wide program priorities and schedules.
• Manage firm budget and coordinate vendor partnerships to support these programs.
• Maintain and track program success from both quantitative and qualitative perspectives.
• Design and implement comprehensive advisor recognition and incentive programs.
• Partner with the Executive Team to ensure alignment with key initiatives and goals.
• Manage program budgets and recommend updates as needed.
• Build and deepen relationships with Financial Advisors to support their business and identify opportunities.

Qualifications

• Strong leadership and management skills.
• Excellent communications and critical thinking abilities.
• Ability to work independently and autonomously.
• Exceptional organizational skills and attention to detail.
• Proficiency in analyzing data and developing actionable insights.
• Willingness to travel up to 30% of the time.
• Proficiency in Microsoft Office Suite.

Education and/or Work Experience

• Minimum Education Required: Bachelor’s Degree in Business or a related discipline, or equivalent industry work experience of 15+ years.
• Minimum Work Experience Required: 10+ years related work experience in advisor development, recognition and incentive programs, strategic partnerships, and account management.
• Minimum Required Licenses/Registrations: Series 7 and 66 upon hire or the ability to obtain within 6 months of hire date.

About Benjamin F. Edwards

Founded in 2008, Benjamin F. Edwards serves more than 300 advisors with over $50 billion in assets. The firm values its legacy of family and colleagues and offers a comprehensive benefits package including health, dental, vision, 401(k), life insurance, disability, and paid time off. It is committed to equal opportunity employment and is an Equal Opportunity Employer.