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Lead the administrative transition experience for financial advisors, ensuring seamless onboarding and enhancing the advisor experience through strategic coordination and relationship management.

This role leads sales by recruiting premium financial advisors, managing long sales cycles, strategizing with the BD team, and improving recruitment practices while traveling 60% of the time.

The Administrative Manager leads the Client Service Associates, manages administrative operations, and ensures exceptional support for Financial Advisors while driving operational excellence and team development.

Partner with the Regional Investment Director to drive AUM growth, advisor productivity, recruiting, and adoption of financial planning, managed money, and insurance solutions. Provide hands-on coaching, manage bank/credit union relationships, analyze performance data to target improvements, support change management, and reinforce compliance and program policies to deliver consistent advisor and client experiences.