Senior Manager - Advisor Development

About the role

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. The Senior Manager of Advisor Development will play a vital role in the journey of a Valeo advisor. They are a leader dedicated to coaching, developing, and motivating advisors who are beginning their Valeo journey to achieve and surpass high professional standards while acting as a resource for seasoned advisors. This role plays a key part in fostering a thriving organizational culture, identifying talent gaps, addressing challenges, and driving advisor success. By building core competencies such as time management, leadership, communication, and people development, they ensure development programs align with strategic goals, inspires growth and professional excellence, and supports employee engagement and retention. Above all, this leader cultivates a culture of accountability, growth, and alignment with the organizations core values. This position requires consistent in-person attendance at our Carmel, Indiana headquarters.

Responsibilities

• Provide support to team members to enhance performance, drive our core values, facilitate adherence to service standards, and ensure client service excellence.
• Build strong interpersonal relationships through regular touchpoints, coaching, and mentorship.
• Promote continuous improvement in knowledge, skills, and leadership capabilities across the firm.
• Oversee KPI reporting to monitor trends, identify successes or challenges, and take necessary action.
• Collaborate with the Compliance Team to ensure adherence to policies and address potential risks.
• Oversee team capacity and client service assignments to ensure optimal efficiency, including monitoring inboxes and arranging coverage during leaves of absence.
• Partner with HR and leadership to address performance-related actions; Lead the annual performance review process.
• Support the firms advisor development strategy by assisting in the execution and documentation of training programs tailored to employee and firm needs.
• Assist in hiring processes and ensure new hires align with organizational culture and goals.
• Continually evaluate internal and external resources and systems/platforms for effectiveness.
• Lead professional development