Senior Manager, Advisor Center

🔥 32 minutes ago

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟠 Senior

👔 Manager

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Lead an impactful frontline team responsible for demonstrating the value of EFE products, services, and reputation through outreach programs • Create personalized client experiences that increase client satisfaction, referrals, repeat business, and new assets under management • Coach team members to build effective client relationships, provide financial planning advice, create solutions for unique client needs, and guide clients through financial planning principles, digital tools, and resources • Motivate the team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives • Listen to call interactions, perform side-by-sides, and conduct regular coaching sessions • Monitor advisor effectiveness and efficiency using data • Reward strong performance and coach to correct negative trends or skill gaps • Handle client escalations, solve issues, and build, retain, or restore client relationships • Identify opportunities to improve client experience, sales administration, and business processes

🎯 Requirements

• Bachelor’s Degree, business or financial field preferred • 7+ years experience in financial services & contact center environment • 3+ years experience in direct supervisory experience & investor advisor team leadership • Strong interpersonal skills & experience using emotional intelligence • Passionate about coaching & people development to achieve key performance measurements • Deep expertise in financial planning principles, products, & services • Proven ability to analyze performance data for team development • Series 65 or Series 7 & 66 licenses

🏖️ Benefits

• Bonus potential directly linked to performance and success in growing sales • Discretionary bonus may be available • Health, dental and other wellness plans • 401(k) contributions

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