Market Leader - Advisor Development Program

Description

As a Market Leader for the Advisor Development Program (ADP), you will :

Provide regulatory supervision and oversight to advisors

Ensure ADP participants are meeting and achieving hurdles

In alignment with national program, lead training and develop activities, tools, and routines to help enable Advisor Trainee productivity

Personal involvement with ADP participants who require heightened support to achieve success

Help reinforce compliance, supervision, and provide risk management support of ADP participants and their activity for market leadership

Lead pipeline management routines with teams and coach on pipeline execution

Support client acquisition efforts by maximizing lead potential via enterprise relationships Strategy & Accountability

Support leaders in implementing effective performance management, including goal setting, incentive, and other reward, and recognition mechanisms

Accountable to support market results, while maintaining strict consistency with national programs

Coaching and Development : Work closely with advisor trainees, coaching for successful professional growth and development. Build and manage relationships across the franchise. Coach and counsel Advisor Trainees on strategic business drivers.

Sales Force Expansion : Support sales management in executing sale force growth plans and support effective Advisor recruiting strategies.

Sales Supervision : Administer superior sales supervision / practices in the market.

Responsibilities :

Ability to attract, recruit and retain an effective sales and operations team.

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

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 and 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

Shift :

1st shift (United States of America)

Hours Per Week : 40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Sacramento - 555 Capitol Mall - SACRAMENTO MAIN OFFICE (CA3117), US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)Pay and benefits informationPay range$130,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and / or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.