Senior Manager, Financial Consultants

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach, and tuition reimbursement.

What You'll Do:

• Functional Leadership & Performance Ownership
• Lead and develop a team of financial consultants to achieve defined business objectives related to member engagement and retention
• Establish performance expectations, service standards, and accountability measures aligned to organizational goals
• Monitor and manage performance outcomes, identifying trends and taking action to improve results
• Operational & Business Management
• Oversee the execution of financial consultant activities to ensure consistency, quality, and efficiency across member interactions
• Make operational decisions within defined business objectives to optimize resource allocation, outreach effectiveness, and service delivery
• Drive consistency in processes, workflows, and service models to improve member experience and outcomes
• Strategic Execution & Business Alignment
• Translate business strategies into actionable plans for the financial consultant function
• Partner with cross-functional teams to align priorities and ensure successful execution of enterprise initiatives
• Continuous Improvement & Insight Generation
• Identify and implement opportunities to improve processes, enhance effectiveness, and increase impact of financial consultant activities
• Utilize data and performance insights to guide decision-making and recommend improvements to leadership
• Contribute to the evolution of engagement strategies through front-line insights and operational feedback

What You'll Need

• 5+ years of relevant people leadership experience in financial services or client engagement roles
• Bachelor’s degree or equivalent work experience required
• Series 6 and 63 securities license or ability to obtain within 6 months
• Experience leading and developing teams to achieve business objectives
• Strong understanding of financial products, services, and applicable regulations
• Ability to manage complex situations and competing priorities with sound judgment
• Strong communication, organizational, and interpersonal skills