Senior Wealth Solutions Manager (Fintech)

TL;DR

Senior Wealth Solutions Manager (Fintech): Leading and developing a team of advisors to drive client acquisition and asset growth for retail investment portfolios with an accent on fiduciary advice and high-volume engagement. Focus on optimizing conversion rates, mentoring advisors, and ensuring consistent delivery of high-quality client interactions.

Location: Remote (Must be authorized to work in the U.S.)

Salary: $100,000 - $122,500

Company

A financial services firm focused on transforming financial lives through flexible work environments and professional wealth management solutions.

What you will do

• Lead and develop a team of advisors serving clients with less than $250K in assets.
• Drive client acquisition, conversion, and asset growth through high-volume engagement and consistent execution.
• Coach and mentor team members to achieve higher performance levels and operational excellence.
• Review and approve best interest fiduciary advice in a supervisory capacity.
• Ensure customer success by resolving escalated issues and meeting service-level metrics.
• Handle managerial duties including staffing, performance management, and professional development.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional experience.
• 3–5 years of industry experience in asset growth and leadership.
• FINRA Series 24 (or 9/10), Series 7, and Series 66 (or 7, 63, and 65) licenses.
• Must be authorized to work for any employer in the U.S. (No sponsorship provided).
• In-depth understanding of retail investment vehicles and qualified retirement plans.
• Proficient in Windows and Microsoft Office applications.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• Paid parental leave and short-term/long-term disability.
• 16 hours of paid volunteer time per calendar year.