Position
Manager Advisory Services R&IS
Job Code-8308
req2626
Virginia Avenue
Full Time
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Job Description*
Delta Community is the largest and one of the fastest growing credit unions in Georgia. Our rapid growth has created additional career opportunities within the organization. We are looking for energetic, flexible, and service oriented individuals for the following position.

The Advisory Services Manager will lead the Financial Advisor team and is responsible for advisor staffing, new business development, client relationship and advisor compliance adherence. The successful candidate will focus on delivering an exceptional client experience consistently across the advisory platform and work in partnership with divisional leadership and peers across the organization.

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Essential Functions:*
New Business Development

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Direct new client acquisition

• Promote practice’s services
• Govern development and extension of client engagement
• Partner with key stakeholders by collaborating and executing cross-departmental initiatives
• Supervise development and expansion of, educational initiative to empower members and non-members to make informed decisions about their finances

Client Relationship Management

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Manage and execute client communication plan, including phone, email, in-person or other communication avenues in partnership with Client Services Manager and Development Manager

• Conduct client meetings in support of Financial Advisor Team
• Follow-up on client complaints or service failures
• Maintain consistent financial planning and investment management deliverable and experience department-wide

Staffing

• Oversee recruitment of new Financial Advisors
• Establish a positive work culture and climate where coaching and feedback lead to sound business results
• Manage employee performance and facilitate professional development and career progression of team
• Ensure employees understand how the tasks they perform support the operating state of the department and of the enterprise

Compliance Management

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Conduct scheduled and unscheduled audit of Financial Advisors’ business practices to confirm on-going adherence to compliance standards in partnership with divisional Compliance Analyst and in preparation of external audit

• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

Position may offer work from home opportunities, pending specific performance and departmental needs.
Job Qualifications

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Required Minimum Qualifications:

• Bachelor's Degree in Business, Finance, Mathematics, Statistics, Marketing or related field of study
• 7+ years’ experience in the financial services industry
• Prior experience leading a team of direct reports
• Clean U-4
• Strong public speaking experience
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

Preferred Qualifications:

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Master’s Degree in Business, Finance, Mathematics, Statistics, Marketing or related field of study

• Advanced designation to include one or more of the following: CFP, ChFC, CFA or CIMA, CTFA, CLU

If not held upon hire, must complete the following requirements within nine months of on-boarding.

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FINRA Registration: Series 7, Series 66 or 63/65, and Series 24

• Life, Accident and Sickness and Variable Products Insurance License
• Long Term Care Certification
• AIF® Designation

If not held upon hire, must complete the following requirements within twelve months of on-boarding.

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CFP Designation

Employee benefits include:

• Medical, Dental and Vision Coverage
• Basic Life and Accidental Death &Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
• Supplemental Insurance or Voluntary Insurance
• 401(k) Plan with Company Match
• Vacation, Holidays and Personal Time Off
• Paid Maternity and Paternity Leave
• Pre-tax Health and Dependent Care Spending Accounts
• Benefit Choice Program
• Health Reward Dollars
• Discount on Gym Reimbursement and Identity Theft Programs
• Legal Services

Job Type: Full-time

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