CXO Director - Relationship Manager

Current Employees and Contractors Apply Here
Advisor Group Careers

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Responsibilities:

• Lead RM management and team members in the support and retention of AG's most elite Financial Professionals
• Set team goals, establish vision, and take action to achieve goals
• Actively look for ways to improve the Financial Professional experience, incorporating them into the RM service strategy
• Represent RM performance in key leadership forums
• Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
• Serve as a key contact to leaders within AG partner teams, representing process and service details as well as strategy
• Hold RM leadership accountable for timely coaching, training, and total performance management
• Have a keen focus on employee engagement while balancing productivity
• Develop and maintain internal relationships while developing the RM brand
• Identify and take responsibility for addressing operational and organizational challenges that impact the team
• Effectively adopt changing business needs and guide employees through shifting priorities
• Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration

Education Requirements:

• Series 7
• Series 24 highly preferred
• Education or training equivalent to a Bachelor's Degree

Basic Requirements:

• Minimum 8 years AG CXO support experience or relevant experience with other firms
• At least 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
• Extensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
• Exceptional oral and written communication skills with a strong attention to detail
• Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
• Outstanding professional presence and positive customer service attitude
• Relevant experience with Investment Advisory business
• Basic knowledge of Qualified Retirement Plans (i.e., 401(k), Individual-K, and 403b (7))
• Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions
• Strong interaction with clearing firms and external vendors on routine brokerage and non-brokerage account platform
• Successful track record of customer-centric decision making
• Ability to cope with and persevere through frequent and unexpected changes
• Excellent organizational skills, with the ability to handle multiple tasks

Current Employees and Contractors Apply Here