Advisor Services Manager

3 days ago

Clearwater, United States TradePMR Full time

TradePMR (Member FINRA/SIPC)


Advisor Services Manager (RIA Client Services)


The Advisor Services Manager is responsible for overseeing a team that maintains business relationships with Registered Investment Advisors (RIAs) that provide white-glove service to ensure all advisors are treated like VIPs. This role requires exceptional relationship management skills, leadership abilities, and a deep understanding of the financial services industry, particularly in working with RIAs.


Key Responsibilities:

  1. RIA Client Relationship Management: Develop and nurture strong business relationships with RIAs, acting as an escalation contact for their needs. Understand their business objectives, investment strategies, and service requirements to ensure your team is providing a personalized and high-quality support model.
  2. Client Relationship Management: Ensure all interactions between yourself and your team are documented in our internal CRM tool. Become an expert with the tool to help with tracking team performance, Advisor engagement, Advisor trends, among others.
  3. Team Leadership and Development: Lead and manage a team of Relationship Managers, providing guidance, coaching, and mentorship. Foster a client-centric and high-performance culture within the department, ensuring team members have the skills, knowledge, and resources to deliver exceptional service.
  4. White-Glove Service Delivery: Ensure that all interactions and service touchpoints with RIAs are characterized by a white-glove experience. Set service standards, establish best practices, and implement processes with your team to consistently exceed client expectations.
  5. Relationship Expansion: Collaborate with the team to identify opportunities for expanding business relationships with existing RIAs. Work closely with advisors to understand their evolving needs and recommend additional products or services that align with their goals.
  6. Issue Resolution: Handle and resolve complex client inquiries, concerns, and escalations in a timely and satisfactory manner. Act as a point of escalation for team members, providing guidance and support to address challenging situations effectively.
  7. Client Engagement and Education: Develop strategies to engage and educate RIAs on new products, services, and industry trends. Organize webinars, seminars, and events to enhance advisors' knowledge and strengthen their partnership with the organization.
  8. Internal Business Knowledge: Must develop a deep understanding of TradePMR products, policies, and technology platforms. Work with your team, subject matter experts, and internal stakeholders in Operations to ensure you are aware of standard processes and capabilities so that you can keep your team informed as well as recommend changes and enhancements.
  9. Performance Monitoring and Reporting: Track key performance indicators (KPIs) and metrics related to client satisfaction, retention, and revenue growth. Generate regular reports to assess departmental performance and identify areas for improvement. Ensure departmental procedures are well documented and develop new standards as needed.
  10. Advisor Advocate: Represent the RIAs on our platform by being a voice internally to ensure we are creating an optimal experience for our RIAs. Be aware of business impacts or changes that could affect our RIAs and work internally with key stakeholders to influence changes or ensure an effective, proactive communication plan is in place
  11. Collaboration with Internal Stakeholders: Work closely with other departments, such as sales, marketing, and operations, to ensure a seamless client experience. Collaborate on initiatives, share insights, and provide feedback to drive business growth and enhance service offerings.
  12. Industry Knowledge and Compliance: Stay updated on industry regulations, market trends, and competitor activities related to RIAs. Ensure compliance with regulatory requirements and promote a strong culture of ethics and professionalism.
  13. Lead a complimentary Advisor support team that helps with practice management, firm onboarding, user setup and permissions, and maintaining existing firm data in our CRM. Ensure standards are in place for a seamless Advisor onboarding, while continuing to push for additional training and resources to help Advisors become self-sufficient.


Qualifications and Skills:

  • Bachelor's degree in finance, economics, business, or a related field.
  • Proven experience in relationship management within the financial services industry, with a focus on serving RIAs.
  • Strong knowledge of investment strategies, financial products, and industry trends specific to the RIA segment.
  • Excellent interpersonal, communication, and negotiation skills.
  • Demonstrated leadership abilities, including managing and developing a team.
  • Customer-centric mindset with a commitment to delivering exceptional service.
  • Analytical and problem-solving skills, with the ability to think strategically.
  • Proficient in CRM systems and other relevant software applications.
  • Ability to handle sensitive information with discretion and maintain confidentiality.
  • Series 24 license required
  • Ability to travel up to 30% of the time


In compliance with the Americans with Disabilities Act, TradePMR will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with Human Resources.


TradePMR is an Equal Opportunity Employer. EEO/ADA

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