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Advisory Manager

On-site Full-time

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Experience Level

Manager

Qualifications

Key Responsibilities:Oversee and coordinate the work of Planning Associates to guarantee the effective distribution of financial planning deliverables to advisors. Ensure the quality and accuracy of planning work by implementing best practices, templates, and review protocols as established by the Planning Associate Team Lead. Provide mentorship, coaching, and continuous feedback to Planning Associates. Manage daily personnel needs, including scheduling, workload distribution, and addressing performance-related issues with the Planning Associate Team Leader's support. Communicate departmental goals and expectations clearly and guide team members in their execution. Conduct regular one-on-one meetings with direct reports to foster professional growth and ensure alignment with goals, responsibilities, and development opportunities. Track progress towards team and individual SMART goals, providing guidance and support as necessary. Carry out annual performance evaluations and contribute to the ongoing assessment of team members’ professional development. Collaborate with HR and the Planning Associate Team Leader to support career development initiatives.

About the job

Join Our Team as an Advisory Manager!

At Modera Wealth Management, we pride ourselves on being an independent, fee-only firm dedicated to making a meaningful difference in our clients' lives through expert financial planning and strategic investment management. With a robust growth trajectory, we offer career development opportunities that span from entry level to ownership.

Since our inception in 1983, we have positioned ourselves as a premier advisor firm, focusing on providing personalized service that embodies professionalism while remaining approachable. Our commitment to excellence has led us to grow to over 200 employees across 19 offices on the East Coast, managing in excess of $15 billion in assets for a diverse clientele, including individuals, families, and businesses.

Position Summary:

We are seeking an Advisory Manager who will lead a team of financial planning associates to ensure the delivery of high-quality support to our advisors. This role encompasses a blend of direct client service and team management duties, including performance oversight and compliance with our firm's standards.

About Modera Wealth Management

Modera Wealth Management is a dynamic and independent financial advisory firm that focuses on delivering exceptional service and personalized financial strategies to our clients. Our commitment to integrity and excellence has allowed us to thrive in the industry, making a positive impact through our comprehensive approach to wealth management.

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