What are the responsibilities and job description for the Manager of Advisor Engagement position at NPAworldwide?
Job Description
Salary Min : $ 80000
Salary Max : $ 90000
Currency Type : USD
- Support the execution of advisor-focused strategies developed by leadership.
- Play a critical role in translating strategy into action.
- Ensure advisors are informed, supported, and equipped to succeed.
- Serve as a primary point of contact for advisors on engagement-related topics.
- Help coordinate resources, track progress, and surface advisor feedback to leadership.
- Build and maintain strong, trust-based relationships with advisors through regular communication, meetings, and scheduled outreach.
- Act as a consistent, reliable point of contact for advisor questions, needs, and follow-up.
- Support the implementation of advisor engagement initiatives developed by the COO and leadership team.
- Assist with organizing, tracking, and following up on firm-wide and advisor-specific initiatives.
- Help ensure consistency and accountability in execution across advisors.
- Assist advisors with annual business planning, goal tracking, and organic growth activities.
- Support the use of accountability frameworks and provide reminders, updates, and documentation as needed.
- Connect advisors with internal resources, tools, and training to enhance their practices and client service.
- Help document, monitor, and suggest improvements to advisor-facing processes.
- Partner with operations, marketing, and technology teams to ensure smooth execution of advisor initiatives.
- Identify challenges impacting advisors and help coordinate solutions with appropriate internal teams.
- Serve as a sounding board, escalating advisor feedback and improvement ideas to leadership.
- Support change initiatives by helping advisors understand and adopt new programs or processes.
- Bachelors degree (B.A. or B.S.).
- FINRA registrations, including SIE, Series 7, and Series 66 (must obtain within 6 months of hire if not already licensed).
- 5 years of experience in the financial services or wealth management industry is desired.
- Highly detail-oriented and process-driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
- Proactive, service-minded, and comfortable supporting a wide range of needs.
- Resource-oriented mindset skilled at locating answers, tools, and guidance.
- Strong interpersonal and written communication skills.
- Effective problem solver with a collaborative, team-first mindset.
- Strong financial and analytical skills.
- Comfortable working in a support-oriented role with high visibility and impact.
- Support the execution of advisor-focused strategies developed by leadership.
- Play a critical role in translating strategy into action.
- Ensure advisors are informed, supported, and equipped to succeed.
- Serve as a primary point of contact for advisors on engagement-related topics.
- Help coordinate resources, track progress, and surface advisor feedback to leadership.
- Build and maintain strong, trust-based relationships with advisors through regular communication, meetings, and scheduled outreach.
- Act as a consistent, reliable point of contact for advisor questions, needs, and follow-up.
- Support the implementation of advisor engagement initiatives developed by the COO and leadership team.
- Assist with organizing, tracking, and following up on firm-wide and advisor-specific initiatives.
- Help ensure consistency and accountability in execution across advisors.
- Assist advisors with annual business planning, goal tracking, and organic growth activities.
- Support the use of accountability frameworks and provide reminders, updates, and documentation as needed.
- Connect advisors with internal resources, tools, and training to enhance their practices and client service.
- Help document, monitor, and suggest improvements to advisor-facing processes.
- Partner with operations, marketing, and technology teams to ensure smooth execution of advisor initiatives.
- Identify challenges impacting advisors and help coordinate solutions with appropriate internal teams.
- Serve as a sounding board, escalating advisor feedback and improvement ideas to leadership.
- Support change initiatives by helping advisors understand and adopt new programs or processes.
Salary Min : $ 80000
Salary Max : $ 90000
Currency Type : USD
Salary : $80,000 - $90,000