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CXO Director - Relationship Manager

Advisor Group locationAtlanta, GA
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54 positions
54 positions
info linkReport a probelm Originally Posted : November 15, 2021 | Expires : December 15, 2021


Job Location
Atlanta, GA, United States



  • Lead RM management and team members in the support and retention of AG's most elite Financial Professionals
  • Set team goals, establish vision, and take action to achieve goals
  • Actively look for ways to improve the Financial Professional experience, incorporating them into the RM service strategy
  • Represent RM performance in key leadership forums
  • Effectively coach, in a diversity of ways, to drive team results for advisor satisfaction, service, quality, and productivity aligned to department objectives
  • Serve as a key contact to leaders within AG partner teams, representing process and service details as well as strategy
  • Hold RM leadership accountable for timely coaching, training, and total performance management
  • Have a keen focus on employee engagement while balancing productivity
  • Develop and maintain internal relationships while developing the RM brand
  • Identify and take responsibility for addressing operational and organizational challenges that impact the team
  • Effectively adopt changing business needs and guide employees through shifting priorities
  • Actively seek opportunities to expand own sphere of influence through networking, knowledge sharing, and collaboration

Education Requirements:

  • Series 7
  • Series 24 highly preferred
  • Education or training equivalent to a Bachelor's Degree

Basic Requirements:

  • Minimum 8 years AG CXO support experience or relevant experience with other firms
  • At least 5 years management experience required with demonstrated ability to develop people, at different performance levels, via established performance objectives, regular feedback, and appropriate recognition
  • Extensive experience and comfort level with engaging and supporting the needs of high producing Financial Professionals
  • Exceptional oral and written communication skills with a strong attention to detail
  • Ability to display relentless poise in a fast/high pressure and demanding environment with a heightened level of advisor dedication
  • Outstanding professional presence and positive customer service attitude
  • Relevant experience with Investment Advisory business
  • Basic knowledge of Qualified Retirement Plans (i.e., 401(k), Individual-K, and 403b (7))
  • Working knowledge of Margin Calls, Cash Dues, Reorganization inquiries, restricted stock, and pending papers transactions
  • Strong interaction with clearing firms and external vendors on routine brokerage and non-brokerage account platform
  • Successful track record of customer-centric decision making
  • Ability to cope with and persevere through frequent and unexpected changes
  • Excellent organizational skills, with the ability to handle multiple tasks

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