Development Manager, Virtual Advice - Hybrid

The Growth & Development Managers, Virtual Advice - Hybrid is responsible for leading a local team of nationally licensed advisors who serve clients across all 50 states. This role is critical in ensuring that both individual and team performance goals are met or exceeded, with a strong focus on financial advice & deepening client relationships to drive sales and productivity goals.

This position plays a key role in not only driving business outcomes but also in cultivating a highly productive, mission-driven, and team-oriented culture. The manager is instrumental in launching team-oriented advisors at scale and growing talent through cross-channel career pathing.

• Support building the local culture within the market in collaboration with local leadership, integrating virtual adviceadvisorinto their local market.

• Conduct daily and weekly coaching sessions, both on-site and virtually, to enhance consultative salesskilland support advisors in delivering effective, advice-based recommendations.

• Demonstrate knowledge and skills through case work and occasionally joining client calls to support your team, exemplifying leadership from the front.

• Drive alignment with organizationalobjectivesby conducting business planning and managing performance expectations.

• Contribute to key decision-making processes andoperatein line with budgetary decisions.
  
  Interview and select talent to align with team staffing expectations.

• Deliver onboarding and training that accelerates productivity and skill development.

• Enhance the effectiveness of the client experience by regularly delivering ongoing feedback and coaching.

• Ensure effective implementation of the organization’s advice strategy, client servicemodelsand a consistent approach to practice management.

• Facilitate career pathing and long-term development conversations to drive engagement and retention.
  
  Collaborate with organizational leaders to exchange best practices, strengthen leadership effectiveness, boost hiring referrals, enhance employee engagement, and drive overall sales growth.

• Partner with key stakeholders, including but not limited to virtualadviceleadership,training and human resources, to enhance the performance of the virtual advisor team, supporting their personal success in achieving sales targets and career objectives.

• Select, develop, andretaina high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization.

• Models organization’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes.

• Supports and/or develops an environment in which employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture thatrepresentsthe organization’s purpose, promise and values, ensuring that our trust and reputation remain strong with its clients.

Describe below the audience this role will interact with and level of influence they will have on those roles.

This manager will interact with key field partners, including Market Directors, Developers, and Area Vice Presidents, and willmaintaina matrixed relationship with the Advice Team. They must have a deep understanding of customer needs, the organization’s member philosophy, and service standards to effectively lead their team in delivering a consistent, positive client experience. This role will involve addressing work standards, process improvements, and employee performance, particularly in relation to ease of doing business, channel conflicts, client service, and regulatory requirements.

This manager must also be well-versed in theadvice strategy andsales process and its key components toidentifyareas for improvement anddeterminewhether training, technology, or other changes are needed to enhance client satisfaction. Implementing these improvements may vary in complexity, taking anywhere from a few hours to several months and may require collaboration with legal, field supervision, compliance, processing, and other departments.

Additionally, this role regularly involves communicating decisions, requests,…