Wealth Growth Program Manager | New York

Role Overview

The Wealth Growth Program Manager is a strategic professional responsible for managing multiple teams and executing recruiting tactics aligned with organizational objectives. This role focuses on facilitating Senior Wealth Advisor (SWA) candidates through all phases of the Wealth Group Executive (WGE) recruiting pipeline.

What You Will Do

Supports planning, directing and coordination of day-to-day activities of running Advisor Recruiting Program and portfolio of related programs and it the primary point of contact for RDs and WGEs for Advisor hiring.

Why It Might Be a Fit

Excellent communication skills required to negotiate internally, often at a senior level. Advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions.

Requirements

• 15+ years of experience
• US FINRA Registration: SIE; Series 7; Series 63 + Series 65 (or Series 66); Series 24 (or Series 9 + Series 10)
• Bachelor’s/University degree or equivalent experience, potentially Master’s degree

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Tagged as: Pipeline Management