Team Leader, Financial Advisor Engagement Center

Team Lead, Engagement Center (Phoenix, AZ or Remote)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.

Our culture is grounded in our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.

As a Team Lead on the Engagement Center team, you’ll play a pivotal role by partnering with the Team Managers, QA and the Director to whom they will report directly, to provide coaching, employee development and direct day‑to‑day support.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Team Lead role, we are seeking a candidate with proven experience within the financial services industry to help elevate our Dedicated Advisor Team, a team of advisors that work primarily with our highest value clientele with more complex financial situations.

This team lead will help raise the team’s performance and client experience they deliver by delivering frequent call/conversation coaching, providing ongoing education, and identifying new pathways for improvement. This individual will need to be able to analyze data using team reporting, help with client escalations, and recognize advisor deficiencies. If you display a positive demeanor, strong work ethic, have a passion for helping others grow while delivering high performance against goals, this may be an opportunity for you!

• Lead, mentor, and develop the team to improve their advisory skills, sales techniques and comprehensive financial planning. Broaden associates’ views of their current role to understand and see their impact and opportunity within the business. Listen to call interactions, perform side‑by‑side reviews, and conduct regular coaching sessions to provide timely feedback which drives improvements in efficiency, productivity, and business outcomes.
• Partner closely with Team Managers and Director to develop and execute coaching and employee development plans.
• Monitor team performance against aggressive sales targets and client satisfaction metrics, while providing support to ensure continuous improvement. Motivate the team to reach targets, optimize conversation capacity and effectiveness, and meet objectives.
• Through analysis and sales funnel monitoring, partner with referral‑generating individuals (Advisors) and referral‑receiving individuals (Planners) to deliver higher referral quality and ensure referrals are being managed effectively down‑funnel.
• Prioritize ongoing training sessions on sales strategies, standard processes, and other similar skills to keep the team advised and effective to provide the experience our clients expect.

• Solid understanding of financial services principles, products, and EFE planning experience.
• Consistent track record of high personal performance, while also having a positive impact on their broader team.
• Proven leadership and interpersonal skills to inspire and motivate their team(s).
• Strong emotional intelligence and ability to navigate critical client interactions with compassion.
• Strategic mentality, with a knack for analyzing performance metrics and adapting strategies accordingly.
• Bachelor’s Degree in business or financial subject area preferred.
• 3+ years’ experience in a…