Senior Manager, Advisory Services

Location: Owings Mills, Maryland, United States; hybrid schedule with up to one day per week from home

Base salary: $124,000–$225,000 per year, depending on location, experience, and skills; discretionary bonus may also apply

Company

Global asset management organization providing equity, fixed income, multi-asset, and investment advisory solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Lead and oversee Senior and Lead Financial Advisors across Advisory Services.
• Provide strategic direction and day-to-day leadership across multiple teams or a large professional team.
• Ensure client advice and recommendations are compliant, appropriate, and aligned with firm standards.
• Recommend Advisory Services strategy and implement approved advice solutions.
• Manage service resources, utilization reporting, profitability analysis, budgeting, and staffing.
• Recruit, coach, motivate, and develop managers and financial advisors while strengthening team performance and accountability.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 8+ years of relevant work experience, including 2+ years of management experience.
• FINRA Series 7 and 66 licenses required; licensing support is available for this role.
• CFP designation achieved.
• Experience leading teams, executing strategic initiatives, and operating in wealth management or financial services.
• Knowledge of service, sales, advice, investment management, and related wealth management disciplines.

Nice to have

• Advanced experience with estate planning and investment management.
• Experience in fast-paced, high-growth environments.
• Executive presence and experience coaching tenured managers and senior financial advisors.

Culture & Benefits

• Hybrid work schedule with up to one remote day per week.
• Annual bonus eligibility and competitive compensation.
• Retirement plan, health and wellness benefits, and online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Inclusive workplace focused on collaboration, diversity, and equal opportunity.