- Partner with internal teams and advisors to strengthen retention and demonstrate strategic value
- Identify retention risks and proactively build trust and credibility with financial professionals
- Escalate high-risk issues and trends through appropriate channels
- Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs
- Act as an advocate for financial professionals to ensure timely issue resolution
- Coordinate cross-functional efforts to deliver seamless outcomes
- Monitor and document “at-risk” advisors and engagement activities within Salesforce
- Enhance the overall advisor experience by delivering tailored support, insights, and resources
- Partner with stakeholders to support implementation of firm initiatives and ensure seamless execution
- Stay informed on current and upcoming initiatives; identify opportunities for enhancement and provide actionable feedback
- Customize engagement strategies based on advisor needs, maximizing positive outcomes
- Build and maintain strong relationships across internal partners to drive an integrated advisor experience
- Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities
- Analyze data to develop insights and recommendations that drive advisor growth
- Mentor team members by providing guidance, coaching, and knowledge-sharing opportunities to support professional growth and performance.
- Facilitate cross-training initiatives to enhance team versatility, ensure business continuity, and promote operational efficiency.
- Manage large and/or high-producing Financial Professional relationships by applying advanced expertise, independent judgment, and a higher-level service standard to drive exceptional client outcomes.
Requirements
- Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree
- Minimum of high school diploma or equivalent is required
- Proven ability to manage and prioritize multiple tasks in a fast-paced, deadline-driven environment
- Strong analytical and problem-solving skills
- Demonstrated initiative with a proactive approach to driving tasks through to completion
- Excellent written and verbal communication skills, with the ability to present information clearly and effectively
- Highly organized with the ability to manage work across multiple systems and platforms
- Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, SharePoint)
- 3–5+ years of relevant industry experience (preferred)
- Experience with Salesforce and/or other Customer Relationship Management (CRM) systems
- Proven ability to build and maintain relationships with business partners and financial professionals
- Experience supporting initiatives related to advisor experience, retention, and growth.
Core Competencies
Demonstrates strong analytical and problem-solving skills to enhance advisor experience and retention. Proficient in managing relationships with financial professionals and leveraging CRM systems to drive growth initiatives.
Highest-signal resume keywords
- Salesforce Proficiency
- Microsoft 365 Proficiency
- Analytical Skills
- Relationship Management
- Advisor Experience Support
ATS Optimization Keywords
Hard Skills
- Data Analysis
- Task Prioritization
- Problem-Solving
- Proactive Initiative
- Client Outcome Management
Soft Skills
- Excellent Communication
- Highly Organized
- MentoringCoaching
- Cross-Training Facilitation
Industry Keywords
- Advisor Retention
- Financial Professionals
- Cross-Functional Collaboration
- Operational Efficiency
- Growth Initiatives
Tools & Technologies
- Salesforce
- Microsoft Outlook
- Microsoft Teams
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft SharePoint