Job Description
As a Senior Manager, Virtual Financial Planning Sales
You will lead a team of virtual Financial Planners responsible for delivering holistic financial plans, providing investment advice, and driving mutual fund sales through a fully remote advisory model. This role ensures the team meets regulatory standards, achieves sales targets, and delivers an exceptional client experience aligned with organizational objectives in Wealth Distribution. This role will play a critical role in coaching, motivating, and developing advisors; optimizing digital sales processes; and partnering with internal stakeholders (Product, Marketing, Compliance, Operations) to enhance the virtual advice experience.
What you will do
Leadership & Team Development
- Lead, coach, and mentor a team of virtual financial planners and advisor support roles to achieve sales, productivity, and compliance targets.
- Provide consistent and exceptio...