Job Summary Hire Resolve's client, a key player in the financial services industry, is seeking a dynamic and experienced Advisor Growth & Sales Manager. This role is instrumental in driving revenue growth through strategic advisor performance management, recruitment, and the integration of advanced technology.
Responsibilities
Value Creation & Business Growth
Develop and execute customized Value Creation Plans (VCPs) to enhance the productivity and business value of top-performing financial advisors.
Collaborate with advisors to identify growth opportunities through client base expansion and optimized client engagement.
Conduct regular performance reviews, track progress, and provide data-driven feedback to ensure continuous growth.
2. Strategic Advisor Recruitment
Identify and recruit high-potential advisors aligned with the firm's growth objectives.
Design and implement onboarding programs to ensure successful integration of new advisors.
Drive early-stage advisor success by establishing clear revenue and performance trajectories.
3. Technology Enablement
Champion the use of platforms like Wealth Connect, Marketplace, and digital CRM tools to enhance advisor efficiency and client experience.
Monitor usage and effectiveness of platforms; recommend adjustments for optimization.
4. Client Relationship Support
Assist advisors in developing personalized client engagement strategies.
Utilize digital platforms to deepen client relationships and improve service delivery.
Drive retention and loyalty through strategic support initiatives.
5. Advisor Recognition & Incentives
Implement performance-based recognition and incentive programs, including profit-sharing and long-term reward models.
Foster a high-performance culture through targeted motivation strategies.
6. Stakeholder Engagement
Build strong relationships with internal teams, product providers, and external partners.
Represent the organization in industry events and networking opportunities.
Deliver insights to leadership on market trends, advisor performance, and strategic gaps.
Requirements
Education:
Bachelor's degree in Finance, Business Administration, or a related field.
Postgraduate degree in Management or Certified Financial Planner (CFP) designation (advantageous).
Regulatory Exam 1 (RE1) and Regulatory Exam 5 (RE5) certifications (advantageous).
Experience:
15-20 years in financial services, with significant experience in business development, sales leadership, and advisor growth strategy.
Demonstrated success in implementing strategic plans (VCPs) that resulted in measurable revenue increases.
Proven experience in recruiting, developing, and managing financial advisors.
Competencies:
Strategic and innovative thinker with strong leadership and analytical skills.
Proficient in using data to drive decisions and improve advisor outcomes.
Deep understanding of advisor business models and value levers.
High ethical standards and knowledge of regulatory frameworks.
Excellent interpersonal, communication, and stakeholder engagement skills.
Client-centric with a focus on long-term advisor and client success.
Personal Attributes:
Results-driven, ambitious, and motivated by performance-based incentives.
Adaptable, professional, and committed to continuous development.
Strong sense of integrity, responsibility, and leadership presence. Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..
Benefits
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