Market Leader - Advisor Development Program
On-siteAustin, Texas, United States
Job Summary
Provide regulatory supervision and oversight to advisors, ensuring ADP participants meet and achieve program hurdles. Lead training, develop tools, and reinforce compliance, supervision, and risk management for participants and their activities. Manage pipeline routines, coach on execution, and support client acquisition by maximizing lead potential via enterprise relationships. Implement effective performance management, including goal setting, incentives, and recognition mechanisms. Coach advisor trainees on strategic business drivers, build franchise relationships, and administer superior sales supervision and recruiting strategies. Attract, recruit, and retain an effective sales and operations team while driving integration across solutions.
Required Qualifications
- 3+ years industry experience with a leading firm
- 5+ years of demonstrated experience with sales and building, leading, managing and coaching a team
- Series 7 & 66 (63 and 65) required
- Series 9 & 10 or (4, 24, 53 combination)
- If Series 9 & 10 not currently held, must be obtained within 120 days
- Travel required: Will vary depending on geography
- Must be able to work onsite in accordance with the workplace excellence policy
Desired Qualifications
- Must demonstrate excellent communication skills
- Strong relationship building and business partnering skills
- Ability to interact effectively with senior management
- Ability to work effectively across organizational boundaries
- Strong influencing and leadership skills
- Self-motivated and proactive, with the ability to balance multiple priorities
- Ability to balance business and corporate perspectives
- Sound business judgment and acumen
- Proven track record of coaching and improving performance in others
- Proven ability to drive integration across solutions and drive results through superior delivery and sales management
- Proactively builds trusted relationships with key partners/clients
- Ability to be a change agent and work in a fast paced environment
- Communicates strategic business plans and tactical sales goals clearly and effectively at all levels
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