Manager, Wealth Management

Company Overview:

A leading retirement company is seeking a Manager for their Wealth Management division. This role is pivotal in expanding their presence in Boston and shaping the future of wealth management guidance.

• Lead a team of financial advisors, focusing on advisor development, client experience, asset retention, and sales performance
• Coach advisors to deliver fiduciary and advisory standards, driving asset retention and sales growth
• Provide personalized coaching aligned to each advisor’s experience level and career goals
• Support advisors in pursuing additional licenses and professional development
• Identify opportunities to improve performance, processes, and advisor effectiveness
• Contribute to planning and strategic initiatives across the Investor Center
• Ensure compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment
• Use data and performance insights to guide coaching and inform decision-making

• Experience leading, coaching, or developing teams in financial services, sales, or a related environment
• Exposure to retirement, investment, or wealth management solutions
• Comfort operating in a regulated or fiduciary environment
• FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24)
  * FINRA Series 9 and 10 licenses required
• Bachelor’s degree required; advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus

Salary: $125,000 - $175,000, Plus Bonus