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Edelman Financial Engines · 2 weeks ago

Senior Manager, New Client Development, Wealth Planning

United States

Full-time

Remote

Mid, Senior Level

$105K/yr - $125K/yr

3+ years exp

Edelman Financial Engines is committed to guiding people with the financial advice they need to thrive. As a Senior Manager in New Client Development, you will lead a team of sales-focused Financial Advisors to drive new client inflows and enhance performance through coaching and strategic initiatives.

ConsultingFinancial ServicesPersonal FinanceRetirement

Responsibilities

Direct management of a team of revenue generating Financial Advisors who are focused on turning prospects into retail investment clients

Perpetuate a team culture of coaching and metrics-based performance and accountability

Lead team meetings, small group and 1-on-1 coaching sessions focused on improving Advisor and per opportunity efficiency

Interact with high-value prospects to directly influence hiring decisions

Participate in new employee and ongoing educational training/coaching initiatives impacting the New Client Development organization

Collaborate with HR, Legal, and other groups regarding employee and process-related issues and policies

Investigate and resolve prospect /client evaluations and escalations

Qualification

Leadership in Financial ServicesSales ManagementStrategic ThinkingOperational ExpertiseCoaching SkillsSeries 65 CertificationCommunication SkillsEngagement CultureProfessional GrowthCollaboration

Required

3+ years of experience in leadership roles in the Financial Services industry or track record of success and continued improvement in a high volume, new client development Financial Advisor role

Strategic thinker who can communicate and execute tactically

Ability to manage through strong communication

Capable leader that deploys diplomacy while working collaboratively

Functional expertise in diagnosing operational and qualitative opportunities and introducing solutions

Fosters a culture of engagement, professional growth and promotes successful outcomes

Series 65 required