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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 advisory roles. Strong leadership and team management skills. Excellent communication and interpersonal abilities. Detail-oriented with a focus on quality and compliance. Ability to mentor and develop junior team members.

About the job

Join Our Team as an Advisory Manager!

We are excited to announce an opening for an Advisory Manager at Modera Wealth Management, with the flexibility to work from any of our office locations: Charlotte, NC; Atlanta, GA; Boston, MA; Westwood, NY; Wayne, NJ; New York, NY; Annapolis, MD; or McLean, VA.

Why Choose Modera Wealth Management?

At Modera Wealth Management, we pride ourselves on being an independent, fee-only firm dedicated to positively impacting the lives of our clients through thorough financial planning and astute investment management. Our rapid growth since our inception in 1983 reflects our commitment to providing exceptional career development opportunities, from entry-level positions to ownership roles.

Our philosophy centers on delivering personalized service combined with professional excellence, resulting in a friendly and relatable work environment. With over 200 employees across 19 offices along the East Coast, we manage over $15 billion in assets for more than 6,000 clients, including individuals, families, and businesses.

Role Overview:

As the Advisory Manager, you will lead a team of financial planning associates, ensuring they provide top-notch support to our advisors. This role will require you to balance direct client service with effective team management, including performance monitoring and compliance with our firm's planning standards.

Key Responsibilities:

  • Oversee and coordinate the efforts of Planning Associates to ensure timely and efficient delivery of financial planning services to advisors.
  • Ensure the quality and accuracy of planning work; implement best practices, templates, and review protocols as established by the Planning Associate Team Lead.
  • Provide mentorship, coaching, and ongoing feedback to Planning Associates.
  • Manage day-to-day personnel matters, including scheduling and performance-related issues, in collaboration with the Planning Associate Team Leader.
  • Communicate departmental goals and expectations clearly, guiding team members in their execution.
  • Conduct regular one-on-one meetings with direct reports for coaching, support, and alignment of development goals.
  • Monitor progress toward team and individual SMART goals, providing guidance and support as necessary.
  • Conduct annual performance reviews and contribute to the ongoing evaluation of team members’ professional growth.
  • Collaborate with HR and the Planning Associate Team Leader to facilitate career development initiatives.

About Modera Wealth Management

Modera Wealth Management is a rapidly growing independent, fee-only advisory firm dedicated to transforming the financial lives of our clients through personalized financial planning and intelligent investment management. Our commitment to professional excellence and a friendly approach has allowed us to build a strong presence along the East Coast.

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