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Manager Of Advisory Services Jobs (NOW HIRING)

Jobtailor

NY · On-site

• Manage day-to-day execution of financial due diligence and Quality of Earnings engagements ... CFA or MBA viewed favorably. * 5-8 years of relevant experience in transaction advisory services ...

Premier, Inc.

Manager Advisory Services

$116K - $119K/yr

The role of the Manager is to actively lead and manage a significant workstream or project ... for the Advisory Services Practice overall or for the Service Lines within the Practice.

Kroll

Vice President, Transaction Advisory Services Transaction Advisory Services Transaction Advisory ... Managing and contributing to complex areas of the report-writing process * Mentoring analysts and ...

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Manager Of Advisory Services information

What is the difference between Manager Of Advisory Services vs Financial Advisor?

AspectManager Of Advisory ServicesFinancial Advisor
CredentialsCertifications like CFP, CFA, or CPA often preferredCFP, CFA, or similar certifications common
Work EnvironmentTypically works within financial firms, consulting companies, or banksWorks in banks, independent firms, or as solo practitioners
Employer & IndustryFinancial services, consulting, or advisory firmsFinancial planning, investment management, or wealth management firms
Search & Comparison IntentUnderstanding roles in advisory management and client serviceSeeking personal financial planning or investment advice

The Manager Of Advisory Services primarily oversees advisory teams, develops strategies, and manages client relationships within financial or consulting firms. In contrast, a Financial Advisor directly provides financial planning and investment advice to individual clients. While both roles require similar certifications and work in related environments, their focus differs: managerial oversight versus client-facing financial planning.

What are manager of advisory services?

A Manager of Advisory Services oversees consulting teams that provide strategic advice and solutions to clients. They coordinate project delivery, manage client relationships, and ensure the quality of advisory services, often requiring strong leadership, communication skills, and industry knowledge.

What does a manager of advisory services do?

A manager of advisory services oversees consulting teams that provide strategic guidance and solutions to clients. They analyze client needs, develop tailored recommendations, and ensure the delivery of high-quality advisory projects, often utilizing industry knowledge, project management skills, and client communication. The role typically requires strong leadership, problem-solving abilities, and relevant certifications or experience in the field.

What are the most commonly searched types of Of Advisory Services jobs?

The most popular types of Of Advisory Services jobs are:

What states have the most Manager Of Advisory Services jobs?

States with the most job openings for Manager Of Advisory Services jobs include:

What are popular job titles related to Manager Of Advisory Services jobs?

For Manager Of Advisory Services jobs, the most frequently searched job titles are:

Vice President - Director of Advisory Services

Oak Creek, WI • On-site

Tri City National Bank
Commercial Banking • 201 - 500 employees
Learn more about Tri City National Bankexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Overview
Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.
The VP - Director of Advisory Services, is responsible for leading, managing, and developing the Advisor Team at TriCity National Bank. The Director is accountable for the performance of the advisory management function, including revenue growth, client acquisition, advisor development, cross-selling other bank products and the quality of client recommendations. The VP - Director of Advisory Services reports to the EVP & CFO. The position will have three direct reports.
This position is located in site at our Corporate Headquarters located in Oak Creek, WI.
Responsibilities
Leadership and Advisor Team Development
  • Lead, manage, and hold accountable the Advisor Team.
  • Conduct regular one-on-one meetings and performance reviews.
  • Recruit, hire, onboard, train, and develop advisors.
  • Establish clear performance expectations and development plans for Team Members.
  • Build a culture of accountability and collaboration.
  • Work closely with 3rd parties on more sophisticated advisory needs

Advisor Team Management
  • Ensure advisors have the tools, technology, training, and resources necessary to perform their roles.
  • Monitor advisor capacity, productivity, and performance.
  • Establish and maintain consistent processes and expectations across the Advisor Team.

Revenue and Client Acquisition
  • Drive revenue growth and profitability across the Advisor Team.
  • Establish and monitor individual and team revenue goals.
  • Manage pipeline activity, client commitments, and revenue forecasts.
  • Coach advisors on prospecting, client acquisition, and converting opportunities.

Client Recommendations and Experience
  • Oversee the quality and consistency of advisor recommendations and review client recommendations as needed.
  • Help develop and ensure advisors consistently follow Tri City's planning philosophy and client service standards.
  • Coach advisors on developing and communicating clear and comprehensive recommendations.
  • Foster a team atmosphere with other departments in the bank, encouraging cross sales of other bank products.

Qualifications
• Bachelor's degree or equivalent relevant professional experience.
• Demonstrated experience leading and developing wealth advisors or financial professionals with 5+ years of industry experience.
• CFP® or similar advanced industry designation preferred.
• Strong understanding of wealth management, financial planning, and investment management strategies.
• Proven ability to drive revenue growth and client acquisition.
• Experience recruiting, training, and managing high-performing professionals.
• Strong leadership, communication, coaching, and accountability skills.
• Ability to evaluate and provide oversight of client recommendations.
• Holds and maintains appropriate industry licenses, registrations, and professional credentials required for the position with a clean disclosure history.
• Located or willing to relocate to Milwaukee (position is in Oak Creek, Wisconsin)
Why Join Us:
  • Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
  • Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
  • Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
  • Celebration of Success: Join a team that values and celebrates individual and collective achievements.
  • Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
  • Great Employee Benefits that start on the 1st of the month after your hire date!
    • Part-Time:
      • 401(k) with company match
      • Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.)
    • Full-Time:
      • 401(k) with company match
      • Tuition reimbursement
      • Medical, dental, and vision coverage
      • Paid vacation and more!

Equal Opportunity Employer/Veterans/Disabled
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Reasonable Accommodation
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com

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