Senior Manager, Advisor Center

Edelman Financial Engines

. Lead an impactful frontline Advisor Center team responsible for demonstrating EFE products, services, and reputation through outreach programs .

Posted 10/8/2026full-timePhoenix • Arizona • United StatesSenior💰 $80,900 - $107,850 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning principles and products while leading a team to enhance client relationships and satisfaction. Proven ability to analyze performance data and coach team members to achieve key performance metrics.

Highest-signal resume keywords

Financial Planning ExpertiseTeam LeadershipClient Relationship ManagementPerformance Data AnalysisCoaching and Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning PrinciplesClient Experience OptimizationSales AdministrationCampaign EffectivenessData Analysis

Soft Skills

Interpersonal SkillsEmotional IntelligenceMotivational LeadershipProblem Solving

Certifications & Qualifications

Series 65 LicenseSeries 7 LicenseSeries 66 License

Industry Keywords

Financial ServicesContact CenterClient SatisfactionAdvisor CenterPerformance Measurement

About the role

Key responsibilities & impact

Lead an impactful frontline Advisor Center team responsible for demonstrating EFE products, services, and reputation through outreach programs
Develop personalized client experiences that increase client satisfaction, referrals, repeat business, and 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 and digital tools
Proactively develop staff capabilities, especially client relationship skills
Ensure excellent EFE experiences during client interactions
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 address negative trends or skill gaps
Handle client escalations, solve issues, and build, retain, or restore client relationships
Identify opportunities to improve efficiency, client experience, sales administration, and business processes

Requirements

What you’ll need

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

Benefits

Comp & perks

Discretionary bonus eligibility
Health plans
Dental plans
Wellness plans
401(k) contributions