Advisor Manager; Territory

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
Tru Stage awards and recognition.

This position will be responsible for coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators. Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory. The ability to network across the region and partner with our recruiting team will be critical for recruiting success.

Working with the advisors and advisor teams across the territory in helping them grow and develop professionally, achieve growth targets and build successful credit union relationships, comply with all TWMS (Tru Stage Wealth Management Solutions) and regulatory policies and deliver a good member experience will be paramount in this leadership role. Supporting the TWMS culture and creating a great overall experience for advisor teams will be important for sustained success.

Working with internal and external partners across TWMS, Tru Stage, and the industry is a necessary skill as advisor managers advocate for their advisor teams in problem resolution, onboarding, process improvements, best practices and overall success. Alignment with the mission and culture of TWMS is very important as we strive to help members achieve financial security and be the employer of choice across our industry.

• Manage overall Advisor Team productivity to sales and territory plans.
• Coach advisors on developing relationships within the credit union program. Ensure credit union staff is trained and familiar with Tru Stage's financial services and program alternatives. Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures. Provide consultative and strategic services within territory.
• District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams. Assist credit unions with hiring external coordinators as needed. Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors.
• Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices.
• Promote adherence to all sales and support processes by conducting sales process reviews.
• Serve as program expert as it relates to our platform, B/D operations, compliance and support services.
• In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff. Support all Advisors in consistently applying Broker/Dealer technology and defined processes.
• Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity.

• 7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred).
• 3-5 years leadership experience.
• Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen.
• Flexibility of travel to 75%.
• Strong track record of integrity and results across the industry.
• FINRA Securities Industry Essentials Examination, Series 7, 63, 65 or 66, 24 and life/health/variable insurance licenses required.
• Well-connected across the industry with leaders, advisors, partners, consultants…