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Advisory Manager

On-site Full-time

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Experience Level

Manager

Qualifications

Qualifications:Proven experience in financial planning or wealth management. Strong leadership and team management skills. Excellent communication and interpersonal abilities. Ability to mentor and develop junior staff. Proficient in financial planning software and tools. Strong analytical and problem-solving skills.

About the job

Exciting Opportunity: Advisory Manager at Modera Wealth Management

Join our dynamic team at Modera Wealth Management, where we are currently seeking an Advisory Manager to lead a talented group of financial planning associates. This role, which can be based in any of our diverse office locations, including Boston, MA, will play a crucial part in delivering exceptional client service while managing team performance.

Why Choose Modera Wealth?

As an independent, fee-only advisory firm, Modera Wealth Management is dedicated to creating a positive and lasting impact in our clients' lives through comprehensive financial planning and strategic investment management. With over 40 years of experience, we pride ourselves on our commitment to personalized service, professional excellence, and a workplace culture that fosters growth and development. Our rapid expansion has led us to over 200 employees across 19 offices on the East Coast, managing more than $15 billion in assets for over 6,000 clients.

Role Responsibilities:

  • Lead and coordinate the Planning Associates' work to ensure timely and efficient delivery of financial planning services to advisors.
  • Oversee the quality and accuracy of the financial plans, enforcing established best practices and protocols.
  • Mentor and coach Planning Associates, providing constructive feedback and support.
  • Manage daily personnel needs, including performance concerns and workload balancing.
  • Communicate departmental goals and support team execution.
  • Conduct regular one-on-one meetings to facilitate professional growth and align goals.
  • Monitor progress towards SMART goals and adjust strategies as necessary.
  • Conduct annual performance evaluations and contribute to team members’ development assessments.
  • Collaborate with HR for career development initiatives for the team.

About Modera Wealth Management

At Modera Wealth Management, we are a forward-thinking, independent firm dedicated to enhancing our clients' financial well-being. Our commitment to exceptional service and professional growth makes us a leader in the wealth management industry. Join a team that values excellence and fosters a collaborative environment.

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