Lead, coach, and mentor a team of virtual financial planners and advisor support roles
Drive mutual fund sales, financial planning adoption, and Member conversion through virtual channels
Ensure financial plans delivered by advisors are high-quality, compliant, and tailored to client needs
Maintain adherence to regulatory requirements (KYC, suitability, disclosure standards)
Produce and/or review senior leadership reporting on sales performance, pipeline, productivity, client feedback, and capacity metrics
Ensure the team is effectively spotting opportunities that would improve Member financial well-being

7+ years of experience in financial advisory, wealth management, or investment sales
3–5+ years of leadership experience managing advisors or sales teams
University degree in Business Administration, Economics, or related field is required
Strong understanding of mutual funds, financial planning frameworks, and regulatory requirements
Mutual Fund License in current good standing
Strong financial service product & compliance knowledge
Demonstrated success in driving sales results through coaching and analytics
Skilled in digital sales tools, CRM systems, and virtual client engagement with extensive knowledge of CRM and banking systems

Senior Manager, Virtual Financial Planning Sales

Key skills