Senior Manager, Wealth Advisory Support

Job Description

Humans of HR — confidentially recruiting for a prestigious national wealth management client

Are you a people-first leader who designs simple solutions for complex advisor workflows? Our client is hiring a Senior Manager to lead and elevate a sizable team of advisor-facing associates. This role blends talent development, resource planning and pragmatic operations — you’ll remove friction for advisors and create a predictable, high-quality support experience for clients.

Why this role matters

You’ll own the experience and capacity of the associate population that underpins advisor productivity. When your team runs smoothly, advisors can focus on client relationships while the firm scales without service gaps. This is a visible, ongoing leadership seat with authority to build programs, fix processes, and shape career paths for a meaningful, sustained impact.

Core responsibilities

• Lead, coach and develop 15+ advisor support associates across multiple levels; run structured 1:1s, performance reviews and career planning.
• Manage resourcing: allocate teams to advisor groups, coordinate coverage, and oversee succession and internal mobility.
• Own key operational flows (onboarding, account updates, reporting) — identify friction, launch fixes, and measure impact.
• Design and implement repeatable people or process programs (training curriculum, competency ladder, triage playbook).
• Serve as escalation lead for complex advisor/client support cases; ensure timely resolution and embed learnings.
• Partner with HR/Talent and senior stakeholders to recruit, retain and upskill talent; translate strategy into team KPIs.
• Maintain and evolve documentation, runbooks and training materials to speed ramping and reduce single points of failure.

You bring

• 5+ years in people leadership, preferably managing professionals in advisor support, client services or financial services.
• Demonstrated success coaching early- and mid-career professionals and delivering development programs.
• Strong operational instincts — you convert issues into pragmatic, measurable solutions.
• Comfortable with CRM, HRIS and reporting tools; systems fluency valued over specific platform names.
• Excellent communicator and mediator — able to balance competing priorities with empathy and clarity.
• Bachelor’s degree or equivalent experience; industry credentials (CFP, CIM) are beneficial but not required.