Manager, Advisory Consulting Jobs

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
We are looking for a Manager, Advisory Consulting to join our team. This role is unique to have the ability to sell our platform and drive advisor success. Atria is an award-winning growing organization that is looking for someone to shine. Are you a proven industry professional with experience in relationship management and sales to advance our company strategic objectives around growth, retention, and technology adoption? We would like to speak with you!
The main goal for the Manager, Advisory Consulting in to sell our advisory platforms to our advisors and drive adoption and success of our Contour advisory platform.
Location: This position may be done HYBRID out of one the following home office locations or fully remote:

• Fully Remote - USA
• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• Syracuse, NY: 100 Madison Street, Syracuse 13202
• San Diego, CA: 10150 Meanley Drive, San Diego 92131

The anticipated annual base salary range for this position is $120,000 to $145,000. Exact compensation may vary based on skills, experience, and location. This position all will have a variable compensation element.
What you will do:

• Manage internal Advisory Consulting Team to support sales initiatives.
• Work day-to-day with Representatives, Program Managers (PM) and Sales Assistants:
• Travel may be up to 50% of time.
• Ensure they have the most current product information and access to sales and product support.
• Stay up to date on the industry, sales and product best practices.
• To understand their wants and need
• Travel to Advisors’ offices for focused consulting engagements designed to influence Advisors in building / enhancing sustainable profitable practices.
• Consistently shows leadership skills and exudes Company Values
• Drive growth of advisory sales and AUM based on targeted goals.
• Identifies opportunities to serve via solicitation of Representatives and PM feedback.
• Act as primary contact point regarding vendor product and sales inquiries.
• Manage multiple projects and coordinates tasks concurrently.

Must haves:

• Excellent telephone communication skills.
• Must have prior experience in sales or financial planning.
• Excellent relationship building and interpersonal skills.
• Bachelor's degree (B.A. / B.S.) from four-year college or university or equivalent from an accredited college; minimum of five to seven years related industry experience and/or training; or equivalent combination of education and experience required.
• Excellent communication and customer service skills are a must.
• Ability to recognize when a problem or issue requires additional parties to be consulted and the ability to use proper discretion and judgment when dealing with internal and external difficulties.
• Position requires FINRA Series 7 and 65/66.
• Must possess understanding of the financial services marketplace with particular focus on investment and insurance products.
• Ability to remain flexible in an ever-changing environment.
• Advanced skills in Microsoft Word, PowerPoint, Excel, and Outlook are required.
• Ability to speak effectively before groups of customers or employees of organization.

Why work at Atria?
In addition to a competitive salary, we provide a full benefits package that includes:

• Critical Illness, Accident & Hospital Indemnity Coverage
• Health Savings Account
• Health Advocacy
• Employee Assistance Program
• Virtual Therapy
• Life Insurance
• Virtual Mental WellCare
• Legal Plans
• Identity Theft
• Long-Term Disability Insurance
• Dental Insurance
• Medical & Prescription Drug Insurance
• Paid time off, Paid Holiday, Paid Birthday time off
• Short-Term Disability Insurance
• Long-Term Care
• Vision Insurance
• Retirement 401(k) Savings Plan with matching
• Telehealth
• Pet Insurance
• Flexible Spending Accounts

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.
Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time
It’s time for the next step in your career. Apply now.