Advisory Manager

Modera Wealth ManagementNew York, NY

On-site Full-time

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Experience Level

Manager

Qualifications

Applicants for the Advisory Manager role should possess strong leadership abilities, exceptional communication skills, and a passion for financial planning. A background in team management and a commitment to client service excellence are essential.

About the job

Join Our Team as an Advisory Manager!

Modera Wealth Management is excited to announce an opening for an Advisory Manager based in one of our dynamic office locations, including 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 making a meaningful impact in our clients' lives through thorough financial planning and strategic investment management. We have a proven history of fostering career growth, offering opportunities from entry-level positions all the way to ownership.

Since our inception in 1983, we have focused on delivering personalized service that combines professional excellence with a friendly approach. Our commitment to this vision has enabled us to grow to over 200 employees across 19 offices along the East Coast, managing more than $15 billion in assets for over 6,000 clients, including individuals, families, and businesses.

Position Overview:

We are actively seeking an experienced Advisory Manager to lead a team of financial planning associates, ensuring they provide exceptional support to our advisors. The role involves a blend of direct client engagement and team management, with responsibilities including performance monitoring and adherence to our firm's compliance and planning standards.

Key Responsibilities:

Oversee the workflow of Planning Associates to ensure timely and accurate financial planning deliverables for advisors.
Maintain quality control over planning outputs; implement best practices and review protocols as established by the Planning Associate Team Lead.
Provide mentorship and coaching to Planning Associates, fostering their professional development.
Address daily personnel matters such as scheduling, workload distribution, and performance issues in collaboration with the Planning Associate Team Leader.
Effectively communicate departmental goals and guide teams in achieving them.
Conduct regular one-on-one meetings with direct reports to support their growth and ensure alignment with team objectives.
Track progress toward team and individual SMART goals, providing guidance and adjustments as necessary.
Conduct annual performance reviews and participate in ongoing evaluations of team member development.
Collaborate with HR and the Planning Associate Team Leader to facilitate career advancement opportunities.

About Modera Wealth Management

Modera Wealth Management is an independent, fee-only financial advisory firm committed to positively impacting our clients' lives through comprehensive financial planning and intelligent investment management. With a career development focus and a culture of professional excellence, we have grown significantly since 1983.

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Advisory Manager

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Join Our Team as an Advisory Manager!Modera Wealth Management is excited to announce an opening for an Advisory Manager based in one of our dynamic office locations, including 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 making a meaningful impact in our clients' lives through thorough financial planning and strategic investment management. We have a proven history of fostering career growth, offering opportunities from entry-level positions all the way to ownership.Since our inception in 1983, we have focused on delivering personalized service that combines professional excellence with a friendly approach. Our commitment to this vision has enabled us to grow to over 200 employees across 19 offices along the East Coast, managing more than $15 billion in assets for over 6,000 clients, including individuals, families, and businesses.Position Overview:We are actively seeking an experienced Advisory Manager to lead a team of financial planning associates, ensuring they provide exceptional support to our advisors. The role involves a blend of direct client engagement and team management, with responsibilities including performance monitoring and adherence to our firm's compliance and planning standards.Key Responsibilities:Oversee the workflow of Planning Associates to ensure timely and accurate financial planning deliverables for advisors.Maintain quality control over planning outputs; implement best practices and review protocols as established by the Planning Associate Team Lead.Provide mentorship and coaching to Planning Associates, fostering their professional development.Address daily personnel matters such as scheduling, workload distribution, and performance issues in collaboration with the Planning Associate Team Leader.Effectively communicate departmental goals and guide teams in achieving them.Conduct regular one-on-one meetings with direct reports to support their growth and ensure alignment with team objectives.Track progress toward team and individual SMART goals, providing guidance and adjustments as necessary.Conduct annual performance reviews and participate in ongoing evaluations of team member development.Collaborate with HR and the Planning Associate Team Leader to facilitate career advancement opportunities.

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