Financial Consultant Manager

Responsibilities

• Lead, coach, and develop a team of Financial Consultants by providing ongoing feedback, performance management, and career development support.
• Execute sales and lead generation strategies focused on attracting high-value and high-net-worth clients and increasing advisor consultations.
• Foster a culture of continuous coaching by developing sales competencies, consultative selling skills, and independent decision-making capabilities across the team.
• Monitor inbound and outbound client interactions, providing actionable coaching and feedback to improve performance and results.
• Actively participate in the sales process by handling client calls, initiating outreach, and managing a limited book of business.
• Partner with peers and business leaders to establish, track, and communicate progress toward sales and business objectives.
• Build and maintain strong relationships with internal partners to support business growth and client outcomes.
• Analyze client feedback, market trends, competitive activity, and Voice of Client (VOC) insights to identify opportunities for improvement.
• Resolve complex client issues and guide the team in delivering a consultative, client-focused experience.
• Support departmental initiatives, special projects, and other duties as assigned.

Requirements

• Minimum of 5 years of related professional experience.
• Prior people leadership experience, including coaching, performance management, and team development.
• Experience in sales, business development, client acquisition, or a consultative sales environment.
• Bachelor's degree or an equivalent combination of education and experience.
• This position requires regulatory licensing and/or registration as determined by Compliance based on role-specific responsibilities.
• Preferred: Graduate degree.
• Active FINRA Series 7, Series 66, and Series 24 licenses.