Manage overall Advisor Team productivity to sales and territory plans.
Coach advisors on developing relationships within the credit union program.
Ensure credit union staff is trained and/familiar with TruStage's financial services and program alternatives.
Ensure consistent experiences/branding with multiple Rep programs in multiple branch structures.
Provide consultative and strategic services within territory.
District level responsibility for recruiting, hiring and retention of successful Managed Financial Advisors and Teams.
Assist credit unions with hiring external coordinators as needed.
Responsible for conducting regular reviews as prescribed for managed credit union programs and advisors.
Direct the sales activities and exercise direct sales management of assigned managed advisors, consistent with the requirements of TWMS sales practices.
Promote adherence to all sales and support processes by conducting sales process reviews.
Serve as program expert as it relates to our platform, B/D operations, compliance and support services.
In conjunction with internal resources, ensure training occurs in operational processes, sales, marketing, compliance and technology for financial service representatives and support staff.
Support all Advisors in consistently applying Broker/Dealer technology and defined processes.
Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity.

7 years’ experience in the financial services industry (TPM or Bank/Credit union investment program experience preferred)
3-5 years leadership experience
Proven skills in leadership, communication, presentation, cross company collaboration, persuasion, wholesaling, C-suite business interaction, strategy and execution, employee engagement, relationship building, culture development, team building and business acumen
Flexibility of travel to 75%
Strong track record of integrity and results in across the industry
FINRA Securities Industry Essentials Examination, Series 7, 63, 65 (or 66), 24 and life/health/variable insurance licenses required
Well-connected across the industry with leaders, advisors, partners, consultants etc.

Advisor Manager, Central Territory

Key skills