Valeo Financial Advisors LLC · 1 month ago
Senior Manager - Advisor Development
Carmel, IN
Full-time
Onsite
Mid, Senior Level
2+ years expValeo Financial Advisors is one of the largest RIA firms in the Midwest, committed to empowering the next generation in the financial services industry. The Senior Manager of Advisor Development will lead and coach advisors, foster a thriving organizational culture, and ensure alignment with strategic goals to drive advisor success.
ConsultingFinancial Services
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 firm’s 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 and Valeo-specific training in collaboration with others by facilitating engaging sessions across multiple delivery channels
Inspire professional development in all employees through a variety of communication methods, events, learning sessions and feedback
Maintain in-depth knowledge of industry and meet with specialized colleagues or external resources for expert advice on industry, financial, legal, and/or regulatory issues; Maintain the flexibility to grow industry knowledge
Demonstrate consistent history of strong performance by meeting and often exceeding expectations
Demonstrate the ability to manage conflict in a professional business manner
Qualification
Required
Bachelor's degree from an accredited four-year college or university, or equivalent relevant experience
Minimum 2 years of leadership, people management, and coaching experience, with 3-4 years preferred
5+ years of experience in financial services or a related industry is preferred but not required
Excellent organizational, time management, analytical, and problem-solving skills
Proficient in Microsoft Office and CRM platforms, preferably Salesforce
Capable of working autonomously while actively collaborating as a team member
Ability to work in a fast-paced environment and champion an entrepreneurial spirit
Possess and demonstrate excellent collaboration and communication skills (both written and verbal communication)
A proven track record of integrity with a demonstrated ability to build trust
Strong executive presence with the ability to engage, influence, and develop others
Knowledge of multiple business systems and ability to train and develop others through use of such systems
Comfortable performing multifaceted projects in conjunction with day-to-day activities, with strong attention to detail
Preferred
3-4 years of leadership, people management, and coaching experience
5+ years of experience in financial services or a related industry
Benefits
Unlimited PTO
401(k) with company match
Health coverage
Company
Valeo Financial Advisors LLC
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg Fulk
Chief Operating Officer
Tom Askey, CFA
Chief Investment Officer
Company data provided by crunchbase