Opportunity Description
**Description**
**The Role**
As Manager, Advisory Services, you’ll be responsible for the day-to-day leadership, oversight, and performance management of a team of **Investment Advisor Representatives.** This role ensures that all advisory activities are conducted in compliance with applicable federal and state regulations, company policies, and industry best practices, while driving professional development, ethical conduct, and client-focused outcomes.
**The Responsibilities**
**Lead And Develop Your Team**
+ Supervise, coach, and support a team of Investment Advisor Representatives (IARs).
+ Establish clear performance expectations and conduct regular one-on-one meetings, performance reviews, and development planning.
+ Foster a culture of integrity, accountability, collaboration, and client-centric service.
+ Promote professional development and cross-disciplinary collaboration.
+ Assist with recruiting, onboarding, traini...
**The Role**
As Manager, Advisory Services, you’ll be responsible for the day-to-day leadership, oversight, and performance management of a team of **Investment Advisor Representatives.** This role ensures that all advisory activities are conducted in compliance with applicable federal and state regulations, company policies, and industry best practices, while driving professional development, ethical conduct, and client-focused outcomes.
**The Responsibilities**
**Lead And Develop Your Team**
+ Supervise, coach, and support a team of Investment Advisor Representatives (IARs).
+ Establish clear performance expectations and conduct regular one-on-one meetings, performance reviews, and development planning.
+ Foster a culture of integrity, accountability, collaboration, and client-centric service.
+ Promote professional development and cross-disciplinary collaboration.
+ Assist with recruiting, onboarding, traini...
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