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1 Vacancy
Collaborate with the ASE to drive annual revenue growth across a list of 25 advisors.
Execute initiatives such as crossselling AUA conversion and Gross Contribution margin improvement.
Promote active use of the firms digital platforms to enhance client engagement and portfolio management.
Provide regular performance feedback and development support to advisors.
Assist in developing business development plans aligned with company objectives.
Share market analysis insights to guide decisionmaking and strategy adjustments.
Coordinate marketing and product strategies to ensure alignment with market needs.
Build and maintain strong strategic relationships with advisors.
Address advisor needs by offering solutions that enhance satisfaction and retention.
Identify and support opportunities to convert leads into longterm partnerships.
Support the ASE in delivering training on the firms digital platforms.
Organize workshops and training sessions to equip advisors with the skills needed to meet revenue goals.
Mentor advisors to foster continuous development and growth.
Represent the company at sales and networking events alongside the ASE.
Leverage events to strengthen relationships gather insights and attract potential advisors.
Monitor and report sales performance data recommending strategy adjustments as needed.
Evaluate and suggest enhancements to the firms digital platforms based on advisor feedback and performance metrics.
Bachelors degree in Finance Marketing Business Administration or a related field.
RE1 and RE5 certifications (advantageous)
Diploma in Financial Planning / CFP (advantageous)
Minimum 5 years in financial services focusing on sales business development or advisor management.
Proven track record of driving revenue growth and managing client relationships.
Experience leveraging technology to enhance advisor performance.
Strong analytical and strategic thinking skills.
Excellent interpersonal and communication abilities.
Capacity to align initiatives with ASEs longterm strategies.
Proficiency in CRM systems Microsoft Office and business software.
Resultsoriented with a focus on ASE objectives.
Ability to work independently while aligning with ASE priorities.
Adaptability to market changes and client needs.
High level of professionalism and integrity.Personal Attributes
Ambitious proactive and committed to achieving targets.
Strong decisionmaking and problemsolving skills.
Presentable and clientcentric upholding the firms reputation.
Motivated by performancebased incentives and ASEaligned goals.
Contact Hire Resolve for your next careerchanging move today
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise
Required Experience:
Manager
Full-Time