Director of Development

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Stamford. To view other open roles, visit jobs.lead-advisor.com

Job Description

The responsibility of the Director of Development is to manage the process of developing new financial representatives. This involves working with office leadership to implement training and development strategies and programs.

Primary Responsibilities

Pre-Planning Academy

· Overview training and development in the selection process.

· Handout and explain Discovering Your Markets and follow-up to ensure completion.

· Meet with new representatives to verify understanding and completion of items on the Pre-Planning Academy checklist.

Planning Academy

Varies based on whether part of the Training Program. More responsibilities should be added if not part of the program.

· Partner with Training Program for training schedule.

· Coordinate Expert Insight Sessions and facilitate/instruct experts on content delivery.

· Communicate with Training Program on the readiness of the participants and work to fill any gaps or address any issues.

· Facilitate debrief meetings with leadership team as well as individual faculty members after the academy.

On-going Training

· Schedule follow-up training for the year.

· Attend/supervise and facilitate modules.

· Design unique modules.

· Facilitate debrief meetings with leadership team as well as individual faculty members after modules.

Network Days

· Schedule for the year.

· Coordinate and prepare speakers.

· Design and facilitate unique sessions.

· Facilitate debrief meetings with leadership team as well as individual speakers after the session.

Activity Coaching/Board of Review

· Strategize, manage, and track office expectations (Blueprint for Success) for your office

· Track activity, production, and commitment to the career for all new FRs.

· Conduct or supervise the activity coaching meetings.

· Ensure that all activity coaches are trained and provide opportunities for their development.

· Manage Weekly Development Team Meeting attended by members of the Leadership Team to give weekly feedback on each new FRs progress, strengths and areas of opportunity.

· Manage the Board of Review process to reflect on each representative's activity, production, and attitude, and hold the representative accountable to expectations.

Weekly and Monthly Client Builders

· Schedule for the year.

· Manage the structure, requirements, and facilitators of the office’s client builders.

· Conduct various weekly and monthly client builders.

Joint Work/Mentoring

· Maintain the joint work list and manage use by the new advisors.

· Manage the mentor pairings and ensure mentors are trained.

· Communicate results to the leadership team.

Qualifications

· Bachelor’s Degree or equivalent work experience.

· Three- to six-years of financial services industry experience.

· Superior meeting facilitation and presentation skills.

· Experience coaching and providing feedback to peers.

· Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations. using a results-focused approach.

· Effective time management to address multiple priorities at multiple levels.

· Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality.

· Superior written and oral communication skills.

· Committed to professional development (e.g., licensing, registration, designations).

Location: On-site in Stamford

Salary: 70k-85k a year plus bonus opportunities ~ 10-15k