Hire Resolve’s client, a key player in the financial services industry, is seeking a dynamic and experienced Advisor Growth & Sales Manager. This role is instrumental in driving revenue growth through strategic advisor performance management, recruitment, and the integration of advanced technology.

Responsibilities

Value Creation & Business Growth

• Develop and execute customized Value Creation Plans (VCPs) to enhance the productivity and business value of top-performing financial advisors.

• Collaborate with advisors to identify growth opportunities through client base expansion and optimized client engagement.

• Conduct regular performance reviews, track progress, and provide data-driven feedback to ensure continuous growth.

2. Strategic Advisor Recruitment

• Identify and recruit high-potential advisors aligned with the firm’s growth objectives.

• Design and implement onboarding programs to ensure successful integration of new advisors.

• Drive early-stage advisor success by establishing clear revenue and performance trajectories.

3. Technology Enablement

• Champion the use of platforms like Wealth Connect, Marketplace, and digital CRM tools to enhance advisor efficiency and client experience.

• Monitor usage and effectiveness of platforms; recommend adjustments for optimization.

4. Client Relationship Support

• Assist advisors in developing personalized client engagement strategies.

• Utilize digital platforms to deepen client relationships and improve service delivery.

• Drive retention and loyalty through strategic support initiatives.

5. Advisor Recognition & Incentives

• Implement performance-based recognition and incentive programs, including profit-sharing and long-term reward models.

• Foster a high-performance culture through targeted motivation strategies.

6. Stakeholder Engagement

• Build strong relationships with internal teams, product providers, and external partners.

• Represent the organization in industry events and networking opportunities.

• Deliver insights to leadership on market trends, advisor performance, and strategic gaps.

Requirements

Education:

• Bachelor’s degree in Finance, Business Administration, or a related field.

• Postgraduate degree in Management or Certified Financial Planner (CFP) designation (advantageous).

• Regulatory Exam 1 (RE1) and Regulatory Exam 5 (RE5) certifications (advantageous).

Experience:

• 15–20 years in financial services, with significant experience in business development, sales leadership, and advisor growth strategy.

• Demonstrated success in implementing strategic plans (VCPs) that resulted in measurable revenue increases.

• Proven experience in recruiting, developing, and managing financial advisors.

Competencies:

• Strategic and innovative thinker with strong leadership and analytical skills.

• Proficient in using data to drive decisions and improve advisor outcomes.

• Deep understanding of advisor business models and value levers.

• High ethical standards and knowledge of regulatory frameworks.

• Excellent interpersonal, communication, and stakeholder engagement skills.

• Client-centric with a focus on long-term advisor and client success.

Personal Attributes:

• Results-driven, ambitious, and motivated by performance-based incentives.

• Adaptable, professional, and committed to continuous development.

• Strong sense of integrity, responsibility, and leadership presence.

Please Note, if you don't match the Requirements or Industry, you won't be consider for this role..

Benefits

• Contact Hire Resolve for your next career-changing move today

  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • Send me your CV on +27 63 584 7231 (Whatsapp)
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
  • Please use "Advisor Growth & Sales Manager" as your subject line when applying via email 

  We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise