Manager, Financial Consultants

About the role

The Manager, Financial Consultants provides leadership to a team of financial consultants, ensuring effective execution of client engagement strategies and day-to-day activities. They are responsible for managing team performance and supporting the implementation of business strategies and initiatives.

Responsibilities

• Lead and manage a team of financial consultants
• Provide coaching and support to drive consistent performance
• Oversee daily workflows to ensure efficient execution of team activities
• Accurately track and report on activities and outcomes
• Maintain oversight of performance and address gaps to improve team effectiveness and member outcomes
• Drive execution of business strategies and initiatives to support operational effectiveness and member growth and retention outcomes
• Collaborate with leadership and leverage guidance to support execution
• Identify opportunities to improve processes and workflows
• Responsible for full scope of supervision including reviewing performance of assigned staff

Requirements

• 3+ years of relevant experience in financial services or client engagement roles
• Bachelor’s degree or equivalent work experience required
• Experience managing teams or leading in a performance-driven environment
• Understanding of financial products and client service practices
• Ability to manage multiple priorities and execute operational and strategic initiatives
• Series 6 and 63 securities license or ability to obtain within 6 months
• Strong communication, organizational, and interpersonal skills