Responsibilities
- Conduct one‑on‑one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention
- Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage
- Assist advisors in implementing effective prospecting and consultative revenue‑generating techniques
- Lead workshops on client relationship management, goal‑setting, and business development strategies that encourage behavioral change
- Track advisor progress against development plans and provide actionable feedback
- Partner with leadership to embed growth‑oriented behaviors into team practices and development programs
- Support delivery of our wealth management value proposition through digital capabilities in GPS and Private Passport
- Create and maintain training materials, playbooks, and best‑practice guides
Requirements
- Bachelor’s degree in Finance, Business, Marketing, or related field
- 5+ years of experience in wealth management, financial advisory, or sales coaching
- Proven ability to influence and drive behavioral change within teams
- Excellent communication, presentation, and interpersonal skills
- Experience in training or coaching roles within financial services preferred
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