Senior Manager, Advisor Center

Edelman Financial Engines

. Lead an impactful frontline team responsible for demonstrating the value of EFE products, services, and reputation through outreach programs .

Posted 11/4/2026full-timeRemote • Arizona • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning principles and products while leading a team to enhance client satisfaction and drive business growth. Skilled in coaching, performance analysis, and relationship management to optimize team effectiveness and client experiences.

Highest-signal resume keywords

Financial Planning PrinciplesTeam LeadershipCoaching & People DevelopmentPerformance Data AnalysisClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningData AnalysisSales AdministrationCampaign OptimizationClient Experience Improvement

Soft Skills

Interpersonal SkillsEmotional IntelligenceMotivational LeadershipProblem SolvingCoaching

Certifications & Qualifications

Series 65 LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesContact CenterClient SatisfactionPerformance MeasurementClient Escalation Management

About the role

Key responsibilities & impact

Lead an impactful frontline team responsible for demonstrating the value of EFE products, services, and reputation through outreach programs
Create personalized client experiences that increase client satisfaction, referrals, repeat business, and new assets under management
Coach team members to build effective client relationships, provide financial planning advice, create solutions for unique client needs, and guide clients through financial planning principles, digital tools, and resources
Motivate the team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives
Listen to call interactions, perform side-by-sides, and conduct regular coaching sessions
Monitor advisor effectiveness and efficiency using data
Reward strong performance and coach to correct negative trends or skill gaps
Handle client escalations, solve issues, and build, retain, or restore client relationships
Identify opportunities to improve client experience, sales administration, and business processes

Requirements

What you’ll need

Bachelor’s Degree, business or financial field preferred
7+ years experience in financial services & contact center environment
3+ years experience in direct supervisory experience & investor advisor team leadership
Strong interpersonal skills & experience using emotional intelligence
Passionate about coaching & people development to achieve key performance measurements
Deep expertise in financial planning principles, products, & services
Proven ability to analyze performance data for team development
Series 65 or Series 7 & 66 licenses

Benefits

Comp & perks

Bonus potential directly linked to performance and success in growing sales
Discretionary bonus may be available
Health, dental and other wellness plans
401(k) contributions