Edelman Financial Engines

Senior Manager, New Client Development, Wealth Planning

Edelman Financial Engines  •  $105k - $125k/yr  •  United States (Remote)  •  5 months ago
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Job Description


Sr. Manager, New Client Development, Wealth Planning (Remote)  At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.   We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.  Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.  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 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 introducing solutions.
  • Fosters a culture of engagement, professional growth and promotes successful outcomes.
  • Series 65 required; CFP desired
 Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $105,000 - $125,000.   However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.  Your recruiter can share more about the specific benefits eligible for this role during the hiring process.   About Edelman Financial Engines  Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by  Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.   For more information, please visit  EdelmanFinancialEngines.com   © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819  For California residents, please see the link for the  Privacy Notice for Candidates California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.  Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.  Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com   1 The  Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.2 Edelman Financial Engines data, as of September 30, 2024.
Edelman Financial Engines

About Edelman Financial Engines

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.

Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).

Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.

In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Santa Clara, California
Year Founded
1987
Website
edelmanfinancialengines.com
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