Director of Financial Management at Capital One Travel overseeing FP&A team and business analytics. Generating insights and supporting senior leaders with strategic financial planning.
About the role
- Financial Advisor Manager responsible for managing Financial Advisors and driving Mass Affluent sales at TD Wealth. Oversee hiring, training, and revenue generation in New York/New Jersey region.
Responsibilities
- Responsible for directly managing a team of Financial Advisors
- Hire, onboard, and supervise Financial Advisors in an assigned market/territory
- Recruit, train, coach, and mentor Financial Advisors
- Provide advice through planning and distribution of Mass Affluent products
- Create positive relationships with Partners to drive referral activities
- Increase Mass Affluent product sales productivity through coaching and planning
- Manage territory and align Store coverage to meet needs
- Develop strong relationships with Wealth and Retail partners
- Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goals
- Participate in community and business development activities
- Monitor and manage expenditures and prepare financial reports.
Requirements
- Bachelor’s degree or equivalent experience
- 7 - 10+ years related experience
- Required Licenses: Life/Health, Series 65, 7 and 24
- Excellent communication skills
- Proven managerial skills
- Previous sales/leadership experience
- Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook)
- Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry.
- Ability to travel within assigned Market; about 75% of time
- Driver’s License required.
Benefits
- Health insurance
- 401(k) matching
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition program.
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