TruStage · 5 days ago
Advisor Manager - Wealth Management (E.PA/Upstate NY)
Philadelphia, PA
Full-time
Onsite
Mid, Senior Level
$82K/yr - $138K/yr
7+ years expTruStage is on a mission to make a brighter financial future accessible to everyone. The Advisor Manager will be responsible for coaching and leading advisor teams, recruiting new advisors, and ensuring the achievement of revenue and sales goals within their territory.
Financial Services
Hiring Manager
Eric W Goodling
Responsibilities
Manage overall Advisor Team productivity to sales and territory plans
Coach advisors on developing relationships within the credit union program. Ensure credit union staff is trained and/familiar with TruStages financial services and program alternatives. Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures. Provide consultative and strategic services within territory
District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams. Assist credit unions with hiring external coordinators as needed. Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors
Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices
Promote adherence to all sales and support processes by conducting sales process reviews
Serve as program expert as it relates to our platform, B/D operations, compliance and support services
In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff. Support all Advisors in consistently applying Broker/Dealer technology and defined processes
Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity
Qualification
Required
7 years' experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred)
3-5 years leadership experience
Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen
Flexibility of travel to 75%
Strong track record of integrity and results in across the industry
FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required
Well-connected across the industry with leaders, advisors, partners, consultants etc
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
Company data provided by crunchbase