Edelman Financial Engines · 4 hours ago
Sr. Manager, Advisor Center
Phoenix, Arizona
Full-time
Hybrid
Senior Level
$81K/yr - $108K/yr
7+ years expEdelman Financial Engines (EFE) is dedicated to guiding people with the financial advice they need to thrive. The Advisor Center Sr. Manager leads a team responsible for enhancing client experience and satisfaction through effective financial planning advice and solutions, while also coaching team members to build strong client relationships.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Motivates team to reach client contact and conversion targets, optimize campaign coverage and effectiveness, and meet campaign objectives
Coaches, and motivates a team of advisors to deliver the EFE value proposition, products, and services; listens to call interactions, performs sides by sides, and conducts regular coaching sessions to provide timely feedback which drives improvements in effectiveness, productivity, and business outcomes
Ensures individuals and team meets or exceeds performance targets; consistently drives team to raise performance; leverages data to monitor advisor effectiveness and efficiency; rewards strong performance and invests in coaching to correct negative trends or skill gaps identified
Effectively handles client escalations, solves issues, and takes steps to build, retain and/or restore client relationships
Proactively finds opportunities to drive efficiency and effectiveness; works to improve the client experience, sales administration, and other business processes
Qualification
Required
7+ years experience in financial services & contact center environment
3+ years experience in direct supervisory experience & investor advisor team leadership
Strong interpersonal skills & experience using emotional intelligence
Passionate about coaching & people development to achieve key performance measurements
Displays deep expertise in financial planning principles, products, & services and has a proven ability to analyze performance data for team development
Possess the Series 65 or Series 7 & 66 licenses
Preferred
Bachelor's Degree, business or financial field preferred
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Acting Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase