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Advisory Manager

On-site Full-time

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Experience Level

Manager

Qualifications

To be successful in this role, candidates should possess: A proven track record in financial planning or advisory services. Strong leadership skills with the ability to manage and mentor a team effectively. Excellent communication and interpersonal skills. Experience in project management and team coordination. Understanding of compliance and regulatory standards in financial services. A commitment to professional excellence and client-focused service.

About the job

 

Join Our Team at Modera Wealth Management as an Advisory Manager!

Modera Wealth Management is a distinguished independent, fee-only firm dedicated to positively influencing our clients' lives through expert financial planning and strategic investment management. As a rapidly growing organization, we offer exceptional career development opportunities, from entry-level positions to ownership roles.

Since our inception in 1983, we have committed ourselves to being a true advisory firm rather than just a collection of advisors. Our growth is fueled by a passion for delivering personalized service, characterized by professional excellence combined with a friendly, approachable style. Today, we proudly employ over 200 individuals across 19 offices on the East Coast, managing assets exceeding $15 billion for more than 6,000 clients, including individuals, families, and businesses.

About the Role:

We are seeking a proactive Advisory Manager to lead a dynamic team of financial planning associates. In this pivotal role, you will ensure high-quality support for our advisors while balancing client service and team management responsibilities. This includes performance monitoring and adherence to compliance and planning standards.

Key Responsibilities:

  • Oversee and coordinate the work of Planning Associates to efficiently deliver financial planning outputs to advisors.
  • Ensure the quality and accuracy of planning work by enforcing best practices and review protocols established by the Planning Associate Team Lead.
  • Provide mentorship, coaching, and ongoing feedback to Planning Associates to foster their professional growth.
  • Address daily personnel needs, including scheduling and workload distribution, with the support of the Planning Associate Team Leader.
  • Communicate departmental goals and expectations, guiding team members in their execution.
  • Conduct regular one-on-one meetings with direct reports to offer coaching, support professional development, and ensure alignment of goals.
  • Monitor progress towards team and individual SMART goals, providing guidance and support as needed.
  • Perform annual performance reviews and contribute to the ongoing evaluation of team members' development.
  • Collaborate with HR and the Planning Associate Team Leader to support career advancement initiatives.

About Modera Wealth Management

Modera Wealth Management is a leading independent wealth management firm that focuses on delivering personalized financial planning and investment management services. With a strong emphasis on professional development and a collaborative work environment, we are dedicated to making a positive impact on the financial well-being of our clients.

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