• Provide regulatory supervision and oversight to advisors
• Ensure ADP participants are meeting and achieving hurdles
• In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity
• Personal involvement with ADP participants who require heightened support to achieve success
• Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership
• Lead pipeline management routines with teams and coach on pipeline execution
• Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability
• Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms
• Accountable to support market results, while maintaining strict consistency with national programs
• Coaching and Development: Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.
• Sales Force Expansion: Support sales management in executing sale force growth plans. Support effective Advisor recruiting strategies.
• Sales Supervision: Administer superior sales supervision/practices in the market.
• Ability to attract, recruit and retain an effective sales and operations team
• Must demonstrate excellent communication skills.
• Strong relationship building and business partnering skills.
• Ability to interact effectively with senior management.
• Ability to work effectively across organizational boundaries.
• Strong influencing and leadership skills.
• Self-motivated and proactive, with the ability to balance multiple priorities.
• Ability to balance business and corporate perspectives.
• Sound business judgment and acumen.
• Proven track record of coaching and improving performance in others
• Proven ability to drive integration across solutions and drive results through superior delivery and sales management
• Proactively builds trusted relationships with key partners/clients
• Ability to be a change agent and work in a fast paced environment
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
• 3+ years industry experience with a leading firm
• 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
• Series 7 & 66 (63 and 65) required and Series 9 & 10 or (4,24,53 combination), If Series 9 & 10 not currently held, must be obtained within 120 days.
• Travel required: Will vary depending on geography
Shift:
1st shift (United States of America) Hours Per Week:
40
