Advisory Manager
hace 8 días
Westwood
Westwood, NJ Please Note: We have ONE opening for an Advisory Manager that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Boston, MA - Westwood, NY - Wayne, PA - New York, NY - Annapolis, MD - McLean, VA Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. We are looking for an Advisory Manager that will be responsible for leading a team of financial planning associates to deliver high-quality support to our advisors. This role balances direct client service with team management, including performance monitoring, and ensuring adherence to firm compliance and planning standards. • Coordinate the work of Planning Associates to ensure efficient distribution of financial planning deliverables to advisors, • Monitor the quality and accuracy of planning work; enforce best practices, templates, and review protocols established by the Planning Associate Team Lead, • Provide hands-on mentorship, coaching, and ongoing feedback to Planning Associates, • Address day-to-day personnel needs, including scheduling, workload balancing, and performance-related concerns with the support of the Planning Associate Team Leader, • Assist in communicating departmental goals and expectations, guide team members in their execution, • Conduct regular one-on-one meetings with direct reports to provide coaching, support professional growth, and ensure alignment of goals, responsibilities, and development opportunities, • Monitor progress toward team and individual SMART goals, offering course correction and support as needed, • Conduct annual performance reviews and contribute to ongoing evaluation of team members' development, • Collaborate with HR and Planning Associate Team Leader to support career development and make recommendations for promotions within the planning team, • Stay current on financial planning tools, technologies, and methodology to ensure planners are equipped with the resources they need, • Support team culture, morale, and cross-office collaboration, • Occasional travel may be required We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values: • Confident Humility a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism, • Contagious Growth Mindset a continuous learner with intellectual curiosity who strives for excellence and inspires others, • Trusted Relationships supportive and authentic with mutual respect for colleagues, • Bachelor's Degree, • CFP or CFA certification, • Minimum of 5-8 years of experience in a wealth management-related or financial services field, • Prior leadership or supervisory experience preferred, • Excellent communication, coaching, and conflict resolution skills, • Strong leadership skills and a demonstrated willingness to take initiative, support others, and lead by example, • Proven analytical and problem-solving skills, • Interpersonal skills and a willingness to make decisions using sound and accurate judgement, • Highly proficient in the Microsoft Office Suite, • Excellent written and verbal communication skills, • Team player, able to work well with all levels of the firm, and pitch in wherever needed, • Performance-based bonus, • Safe Harbor 401(k) plan, • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance, • Paid vacation, • Opportunities for professional growth and continuing education, • Partial remote work, • Salary range: $100-145,000 annually, • Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role