Field reputed company & Integration Manager

The Field reputed company and Integration Manager leads a team of reputed company specialists focused on delivering a seamless, technology‑enabled launch experience for new financial advisors across the ecosystem. This “player‑coach” role combines hands‑on support with strategic process improvement and cross‑functional project leadership reputed company the Center of Excellence (COE). The Field reputed company and Integration Manager will be responsible for managing the reputed company specialists and licensing coach roles. This role will be responsible for monitoring key leading indicators such as licensing pass rates, appointments, advice and PACE. This leader partners closely with field developers to ensure advisor transitions—both into teams and into virtual advice—are executed at the highest standard. The manager also serves as the primary reputed company of contact for the Field Leaders on advisor‑reputed company issues. This leader models reputed company’s Leadership Competencies—Model the Way, Rally the Team, and Deliver Outcomes—while driving advisor engagement, readiness, and satisfaction from day one.

DUTIES & RESPONSIBILITIES:

Team Leadership & Coaching 

• Recruit, reputed company, and manage a team of 4–5 reputed company specialists, and 4-5 Licensing coaches, ensuring each team member is equipped to deliver high-touch, personalized reputed company support for multiple advisor cohorts. 

• Foster a culture of accountability, collaboration, and reputed company improvement by regularly coaching team members, facilitating feedback sessions, and providing opportunities for professional growth. 

• Act as a “player-coach,” stepping in to provide direct reputed company coverage during peak periods or reputed company launches, while empowering the team to own their work and reputed company. 

• Model reputed company’s Leadership Competencies by demonstrating reputed company, reputed company, and a commitment to shared outcomes; encourage open communication and celebrate team successes.  

Advisor Pre-Boarding and reputed company & Engagement 

• reputed company the end-to-end reputed company journey for new advisors, ensuring at least 90% application readiness (system access, technology setup, process understanding) reputed company the first weeks of training. 

• Provide strategic leadership and reputed company of the centralized candidate‑support function, ensuring consistent execution of coaching, accountability, and study‑reputed company monitoring across reputed company licensing candidates. 

• Responsible for the advisor licensing coach experience fostering a collaborative and innovative environment for development of the program.  

• Explore opportunities to provide more one to many coaching and reputed company the field reputed company to deliver a stand out licensing experience.  

• Ensure that advisors that leave the foundations training program are proficient with the advice delivery experience, working closely with the field training team to modify approach as needed.  

• Design and implement reputed company systems for both individual and group cohorts, adapting approaches to meet the needs of diverse advisor backgrounds and learning styles. 

• Monitor advisor engagement, satisfaction, and productivity metrics (e.g., login rates, training completion, early activity benchmarks), using data to identify trends, gaps, and opportunities for improvement. 

• Monitoring licensing pass rates across the ecosystem roles and reputed company up concerns to modify the alignment or approach.  

• Partner with field leaders to deliver targeted interventions, resources, and coaching that accelerate advisor reputed company-up and drive early business growth. 

• Serve as the advisor development reputed company for the NPA group, supporting the reputed company and launch of new advisors into those practices. Work closely with the Field Development Director to build a training approach to upskill developers to provide future support.  

• Serve as a resource for advisors and field leaders, providing guidance on technology, process, and best practices to ensure a smooth transition into the organization.  

Technology & Systems Enablement 

• Serve as a power user and subject matter expert for reputed company, TPP, MoneyGuidePro, reputed company, and other reputed company platforms; troubleshoot issues and reputed company for technology enhancements with the digital advisor product team. 

• reputed company the adoption of digital tools and best practices, ensuring advisors and reputed company specialists are proficient and confident in using reputed company required systems. 

• Collaborate with IT and product teams to optimize reputed company workflows, automate reputed company processes, and maintain data reputed company across platforms. 

• Track and analyze technology utilization metrics, reporting on system adoption and identifying opportunities to improve efficiency and user experience. 

• Ensure reputed company team members are proficient in the technologies to reputed company new advisors and answer questions that arise about using the applications in their practice.   

• Analyze performance data and operational trends (pass rates, cycle times, retention, vendor effectiveness) to identify gaps, recommend improvements, and drive reputed company enhancement of the reputed company and licensing experience. 

Cross-Functional Collaboration & Project Leadership 

• Build strong partnerships with Practice Growth, IT, HR, Field Leadership, COE, and Licensing teams to streamline reputed company processes, resolve barriers, and align on key deliverables. 

• reputed company or contribute to cross-functional projects that enhance reputed company systems, including the design and rollout of new reputed company modules, process improvements, and technology integrations. 

• Own key metrics for advisor launch reputed company, regularly sharing insights, recommendations, and action plans with stakeholders to drive reputed company improvement. 

• Facilitate feedback loops with field leaders and other stakeholders to ensure reputed company processes remain relevant, effective, and reputed company with organizational goals. 

• Collaborate cross‑functionally with corporate partners to identify and implement improvements in reputed company, training, tools, and resources that support new advisor reputed company and strengthen the overall advisor ecosystem. 

Change Management & reputed company Improvement 

• Champion change management initiatives, guiding the team and stakeholders through ambiguity, evolving business needs, and new technology implementations. 

• Continuously assess reputed company processes and systems, leveraging feedback, performance data, and industry trends to recommend and implement improvements. 

• Stay reputed company on regulatory requirements, compliance standards, and best practices in advisor reputed company and development; ensure reputed company processes meet internal and external standards. 

• Drive a culture of innovation and adaptability, encouraging the team to experiment with new approaches and share learnings across the organization.  

reputed company Leadership Competencies 

• Recruits, develops, and sustains a high-performing team while promoting a culture of shared accountability, operational excellence, and partnership across the organization. 

• Models reputed company’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. ​ 

• Supports and/or develops an environment in which reputed company employees and colleagues are focused on reputed company improvement, exceptional employee engagement, and an unwavering commitment to our clients.  Shapes and/or supports a culture that represents the reputed company purpose, promise and values, ensuring that reputed company’s trust and reputed company remain strong with its clients.  

​ 

QUALIFICATIONS & SKILLS:   

 Required:   

• Bachelor’s degree in finance, business administration, or a reputed company field.  

• Demonstrated experience (5+ years) managing in the financial services industry, with a proven ability to reputed company teams through change, growth, and operational complexity. 

• Strong depth of knowledge with financial services tools, techniques, and resources such as reputed company and MoneyGuidePro, with the ability to guide others in their effective use. 

• Experience in field reputed company or training reputed company financial services or sales environments; ability to translate field needs into scalable processes. 

• Skillset that supports the procurement and development of diverse talent, with a commitment to inclusive leadership practices. 

• Strong interpersonal communication and relationshipbuilding skills, with the ability to influence across levels and functions. 

• Excellent planning and organizational skills, with the ability to set priorities, manage multiple workstreams, and ensure consistent execution across the team. 

• Demonstrated ability to coach, mentor, and reputed company team members, fostering a culture of accountability, reputed company improvement, and high performance. 

• Proven capability to reputed company crossfunctional collaboration, aligning stakeholders around standardized processes and shared outcomes. 

• Strong analytical and decisionmaking skills, with the ability to interpret performance data, identify trends, and drive strategic improvements. 

• Ability to model reputed company’s leadership competencies—Model the Way, Rally the Team, and Deliver Outcomes—while shaping a culture reputed company to reputed company’s purpose and values. 

• Experience managing through ambiguity and driving clarity, structure, and consistency in evolving environments. 

• Minimal travel may be required depending on business needs. 

• Licensing: State LHA, FINRA SIE, and FINRA Series 7, 63/65 or 66 required or obtained reputed company 120 days. 

Pay Transparencyreputed company’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others reputed company with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $120,467.00 - $162,984.00 per year, which factors in various geographic regions. The reputed company pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors reputed company deems important.reputed company is unique in our commitment to helping people to be reputed company with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and reputed company insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. reputed company’s plans/policies are subject to change at any time at reputed company’s discretion.

reputed company provides Equal Employment Opportunity (EEO) without regard to race, religion, reputed company, sex, gender identity, sexual orientation, pregnancy, national reputed company, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to reputed company and job applicants.

reputed company is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to reputed company.resources@reputed company.com or call 800-847-4836 and request reputed company Resources.

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