Investment Services Manager and Program Development

Investment Services Manager and Program Development

Bishop & Company is searching for an Investment Services Manager and Program Development Manager for an excellent client. We are seeking a dynamic and accomplished wealth management leader to drive advisor performance, accelerate business growth, and foster a culture of excellence. This role is responsible for coaching and developing Financial Advisors and Associate Financial Advisors while partnering across the organization to deliver exceptional client experience and achieve strategic business objectives.

The ideal candidate is a proven financial services professional with deep expertise in financial planning, advisor development, sales leadership, and relationship-based client engagement.

Purpose of Job

Responsible for achieving the department’s investment product sales goals including advisory, recurring revenue, and gain new assets. Manages and provides ongoing coaching, guidance, discipline and counseling to ensure continual development and success of the advisory and insurance business. Executes vision, priorities and objectives that are aligned with the strategic direction of the company and the Director/Program Manager.

What You'll Do

Lead Advisor Development & Performance

• Coach, mentor, and inspire Financial Advisors and Associate Financial Advisors through a structured development program focused on business growth, client acquisition, and financial planning excellence.
• Develop individualized business plans for advisors, helping them identify opportunities, increase productivity, and achieve personal and team goals.
• Conduct regular one-on-one coaching sessions, performance reviews, and strategic business consultations.

Championing a Planning-Based Client Experience

• Train advisors on a consultative, relationship-driven sales process that emphasizes holistic financial planning and long-term client success.
• Guide teams through all phases of the client journey, including:
• Discovery and goal-setting conversations
• Financial data gathering and analysis
• Plan development and recommendations

Drive Business Growth

• Partner with advisors to identify asset-gathering opportunities, increase wallet share, and attract new client assets.
• Develop and implement profiling and discovery strategies that uncover additional client needs and growth opportunities.

Serve as a Subject Matter Expert

• Maintain advanced expertise across financial planning, advisory, insurance, and annuity solutions.
• Participate in product review, evaluation, and approval processes to ensure advisors have access to competitive client solutions.

Build Strategic Partnerships

• Foster strong relationships with branch leadership and financial institution partners to create a collaborative and growth-oriented environment.
• Serve as a trusted resource for advisors, licensed branch employees, and key stakeholders across the organization.

Ensure Regulatory Excellence

• Ensure adherence to all Broker/Dealer, SEC, FINRA, state regulatory, and firm-specific policies and procedures.

What You Bring

Experience

• 5+ years of successful sales experience within the securities, wealth management, insurance, or financial services industry.
• 5+ years of leadership experience managing, coaching, and developing high-performing sales or advisory teams.
• Demonstrated success driving advisor productivity, business growth, and client acquisition.
• Experience implementing financial planning strategies and relationship-based sales methodologies.

Preferred Strengths

• Strong coaching and leadership skills with a passion for developing talent.
• Deep understanding of investment, advisory, insurance, and retirement planning solutions.
• Exceptional relationship-building, communication, and presentation abilities.
• Strategic thinker with the ability to balance advisor development, client outcomes, and business growth.
• Proven ability to influence, motivate, and lead through change.

Why Top Candidates Choose This Opportunity

• Lead and shape the success of an established advisor team.
• Make a measurable impact on advisor growth, client outcomes, and business performance.
• Work in a leadership role that combines coaching, strategy, business development, and wealth management expertise.
• Join an organization committed to financial planning excellence, advisor support, and long-term client relationships.

This version positions the role as a strategic leadership opportunity rather than a managerial training position, which will resonate more strongly with experienced wealth management…