PanAgora Asset Management · 19 hours ago
Senior Manager Advisory & Planning (Wealth Management - Premier/Brokerage)
United States
Full-time
Remote
Mid, Senior Level
$87K/yr - $123K/yr
2+ years expPanAgora Asset Management is focused on transforming financial lives and fostering a flexible work environment. The Senior Manager Advisory & Planning role involves leading and mentoring financial advisors to enhance client satisfaction and retention in the Wealth Management segment.
FinanceFinancial Services
No H1B
Responsibilities
Leading and mentoring a team of wealth management segment focused Advisors who serve Empower Premier & Brokerage clients, including conducting regular touch base meetings, call reviews, periodic bonus recommendations and performance reviews
Directly coaching a team of Advisors to ensure firm-wide performance goals are met or exceeded in the areas of new relationship onboarding, client contact, share of wallet growth, referral generation and client retention
Driving client service related projects and developments by identifying, prioritizing, and delegating areas where we can improve process, procedure, or technology
Conceptualizing and enhancing reporting for Advisors and management
Working with internal stakeholders to improve Advisor resource management to enhance client communication and education
Managing the daily schedules and PTO of a team of Advisors including adequate daily and holiday coverage
Enhancing and participating in initial training and ongoing education programs for Advisors
Participating in the recruiting and hiring of new Advisors
Comprehensive relationship management via phone conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive
Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
Initial point of elevation and escalation for any Client Service matter
Onboarding and servicing of mass affluent client relationships
Qualification
Required
Bachelor's Degree or extensive industry experience required
FINRA Series 7, 24 and 66 (or 63 and 65) registrations required within corporate-established timelines
FINRA Fingerprinting required
Strong interpersonal leadership skills, team-oriented, and collaborative
Ability to exhibit strong decision making supported by quantitative data and qualitative rationale
Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work in an efficient manner
Ability to work at the strategic and tactical level
Expert, current knowledge of investment products and services
End-to-end experience with all aspects of retail investment service, such as front-office operations, ongoing client suitability, product personalization/maintenance, as well as client service and retention
Experience with all areas of the client operations aspect of investment advisory. Examples: (Account Establishment, ACAT, IRA distributions, etc.)
Preferred
2+ years' experience in financial services relationship management and operations preferred
Experience in a player-coach, managerial, and/or mentorship role, particularly with Mid-career professionals
CFP® preferred
Benefits
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Company
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
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