Advisor Productivity Program Manager
Company: VirtualVocations
Location: Jackson Heights
Posted on: February 4, 2025
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Job Description:
A company is looking for an Advisor Productivity Program Manager
to drive sales and enhance productivity within financial advisor
practices.
Key Responsibilities
Build and manage key programs related to business planning, advisor
restoration, and productivity workshops
Oversee the production process of training content, including
scheduling and compliance approval
Utilize analytics to guide program design and foster partnerships
across various corporate functions
Required Qualifications
Bachelor's degree in business or related field, or equivalent
experience
5-7+ years of experience in the financial services industry with
project management experience
Deep knowledge of financial advisor culture and practices
Strong collaboration skills and ability to influence across the
organization
Proficiency in Microsoft 365 tools, particularly Excel and
PowerPoint
Keywords: VirtualVocations, New Haven , Advisor Productivity Program Manager, Executive , Jackson Heights, Connecticut
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