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Director of Advisor Talent Excellence

Wealth Enhancement Group

Wealth Enhancement Group

People & HR
Posted on Saturday, July 29, 2023

Job Description:

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 90 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.

Due to growth, we have an new opportunity for Director of Advisor Talent Excellence to join our Advisory team. The Director of Advisor Talent Excellence is responsible for the design, development and delivery of processes, programs and tools as it relates to WEG’s performance and talent management strategies to the Advisor Teams. This role will manage best in class performance initiatives and programs that align with and drive our high growth performance culture such as talent measurement, training, career development, and succession planning.

The salary target for this role is $130,000-150,000; this position is also eligible for an annual bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Design metric-based performance tools that tracks Advisory practice stats and Advisors skill sets to provides analytics that drive performance, training, and hiring

  • Develop a process for obtaining data to measure the talent pool; tracks, analyzes and provides reports to measure the effectiveness of performance and talent strategies

  • Create and maintain profiles for Advisory team members utilize Salesforce Support Org (back to front office, FA team to FA team, and internal to external)

  • Create SWOT scorecard to assess team member capabilities

  • Document advancement of FA team skills / talents over time

  • Partners with HR, Recruiting, and M&A teams to fill identified talent gaps in Advisor Teams

  • Identifies weak or non-existent processes and talent gaps, analyzes organizational impact and takes action to build or strengthen them as needed

  • Drives continuous improvement using a combination of process discipline and innovation.

Implement & refine the Advisor Team Talent Management program (Career Development)

  • Maintain career paths structures for Advisory team roles – implement and refine the current program to increase learning, retention / promotion and job satisfaction

  • Consult with FA team leads on career advancement of their team talent; Available for consultation all advisors on an on-demand basis

  • Sustain promotion policies/requirements

Oversee professional development programs across Advisory teams

  • Partner with Human Resources to design and deliver employee training programs related to Advisor Team Career Paths (e.g. individual, team, experienced advisor onboarding, skill[1]based and management training)

  • Manages WEG’s Virtual Continuing Education Program, and CFP Program

  • Facilitate a study group program across the community of advisor teams

  • Partner with WEG’s custodians to create CE qualified training for advisors

  • Creates new training programs as driven by business needs

  • Remains aware of best practices in the field of performance management and recommends, design and implement creative programs that develop employees and drive performance.

  • Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Advance the maturity and scalability of FA team succession planning

  • Prepares an annual succession report to quantify the state of WEG’s succession program.

  • Document and enhance current succession process and program

  • Proactively manages succession across all FA teams

  • Create a G2 successor development program

Education/Skill Requirements

  • Bachelor's Degree in business; finance, human resources or related

  • 10 years in Financial Services developing and supporting sales teams; strong understanding of the sales process

  • 5 years of talent management with a track records of developing sales teams

  • Experience designing, developing and supporting talent management programs that cover goal setting, coaching, performance management, succession planning, data analytics and relationship management.

  • Excellent interpersonal, counseling, and negotiation skills.

  • Strong presentation, analytical and critical thinking skills.

  • Superior verbal and written communication skills.

  • Proficient with Microsoft Office Suite or related software.

  • Familiarity with Salesforce and Support Org functionality

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical and dental coverage

  • 401k – with match and profit sharing

  • Health care spending and savings accounts

  • Dependent care spending account

  • Vision coverage

  • Wellness programs and resources

  • Life insurance – employer paid

  • Short-term and long-term disability – employer paid

  • Paid Time Off

  • 10 paid holidays each year

  • Paid parental leave

  • Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans.

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