Growth & Lead Conversion Manager

Responsibilities

• Host and facilitate recurring monthly one-on-one and group meetings with advisors to review performance results, identify trends, and address challenges in a structured and supportive setting.
• Serve as the primary point of contact between the advisor population and the program management team, ensuring clear, timely, and consistent communication flows in both directions.
• Build trust-based relationships with advisors, delivering difficult performance feedback and remediation guidance with professionalism, discretion, and genuine care for advisor development.
• Escalate systemic advisor challenges to program leadership while advocating for appropriate support, resources, and solutions.
• Monitor individual and aggregate advisor performance against established program metrics, identifying areas of strength and opportunity with a data-driven approach.
• Collaborate with advisors to develop and execute targeted improvement plans for underperforming areas, tracking progress and adjusting strategies as needed.
• Curate and disseminate best practices across the advisor community, facilitating peer learning and fostering a culture of continuous improvement.
• Continuously evaluate and refine performance metrics, benchmarks, and evaluation criteria based on program learnings, advisor feedback, and shifting business priorities.
• Partner with program management leadership and internal stakeholders to align performance standards with overall firm strategy and client outcomes.
• Contribute to the development of reporting tools, dashboards, and communication templates that support transparent and consistent performance management practices.
• Act as a trusted liaison between advisors and internal teams including compliance, operations, technology, and product — ensuring advisor needs and feedback are represented in key program decisions.
• Participate in program planning, strategy sessions, and advisor-facing events as a subject matter expert on performance and engagement.
• Support onboarding and integration of new advisors into the program, establishing performance baselines and setting expectations from day one.

• 5–8 years of experience in the wealth management industry, with direct exposure to wirehouse, RIA, and/or hybrid advisory business models.
• Demonstrated experience working within or alongside B2B2C programs, including corporate-focused or employee benefits-driven advisory models.
• Proven ability to manage advisor or client relationships with a high degree of emotional intelligence, particularly when delivering constructive or difficult feedback.
• Strong analytical skills with the ability to interpret performance data, identify patterns, and translate findings into actionable recommendations.
• Excellent verbal and written communication skills, including the ability to facilitate productive meetings and prepare clear, professional performance reports.
• Comfortable working in a fast-paced, evolving program environment with ambiguity and competing priorities.
• Willingness and ability to travel up to 30% of the year to meet with advisors and attend program events across multiple locations.

Demonstrates expertise in advisor performance management, utilizing strong analytical skills to interpret data and develop actionable improvement plans. Builds trust-based relationships with advisors, effectively communicating performance feedback and fostering a culture of continuous improvement.