Senior Manager, New Client Development, Wealth Planning

Sr. Manager, New Client Development, Wealth Planning

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Sr. Manager, New Client Development on the Traditional Wealth Planning team, you’ll play a pivotal role by helping drive New Client Inflows through leading a team of sales-focused Planners.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Manager, New Client Development role, we are seeking a candidate with the proven ability to lead sales-focused, revenue-generating Financial Advisors to achieve plan targets in a culture of metrics-based accountability and work collaboratively to implement new process changes. If you have a passion for coaching revenue generating Financial Advisors, have an always-looking-to-improve mentality, and thrive in a collaborative environment, then this may be an opportunity for you!

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 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.

Requirements:

·        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 introd