Financial Planning Sales Senior Manager – Hybrid

Advance your career as a Senior Manager in Financial Planning Sales with a focus on virtual channels. Lead a team to improve sales, compliance, and member engagement in a hybrid work setting.

This critical leadership position entails mentoring a team of financial planners while driving mutual fund sales and ensuring compliance with industry regulations. You'll collaborate with marketing to create effective sales strategies and maintain high standards in financial planning services delivered to members. Your contributions will help optimize the overall client experience.

Key Responsibilities: • Lead and mentor virtual financial planners • Drive financial planning adoption and sales targets • Ensure compliance with KYC and suitability standards • Report on sales performance and capacity metrics • Identify opportunities for continuous improvement

Requirements: • 7+ years in investment sales or wealth management • 3–5 years in leadership roles • University degree in a related field • Strong understanding of financial compliance • Proficiency in digital tools and CRM systems

Combine your passion for leadership and finance to drive success in member well-being. #J-18808-Ljbffr