Advisor Productivity Program Manager
Job Summary
A company is looking for an Advisor Productivity Program Manager to drive sales and enhance productivity within financial advisor practices.
Key Responsibilities
- Build and manage key programs related to business planning, advisor restoration, and productivity workshops
- Oversee the production process of training content, including scheduling and compliance approval
- Utilize analytics to guide program design and foster partnerships across various corporate functions
Required Qualifications
- Bachelor's degree in business or related field, or equivalent experience
- 5-7+ years of experience in the financial services industry with project management experience
- Deep knowledge of financial advisor culture and practices
- Strong collaboration skills and ability to influence across the organization
- Proficiency in Microsoft 365 tools, particularly Excel and PowerPoint
COMPLETE JOB DESCRIPTION
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