Head of Wealth at Work Advisors

The Market Executive (ME) Function Group Manager is a senior leadership role responsible for driving sustained growth in assets and revenues by leading and developing multiple a team of junior investment advisors. This role requires a broad and comprehensive understanding of financial systems coupled with extensive practical experience. The ME combines market strategy, business development, and robust advisor supervision to expand client relationships, capture new opportunities, and ensure seamless referral of complex clients to senior advisors. This position is a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is a strategic, results-driven leader capable of balancing growth initiatives, advisor development, and stringent regulatory supervision. Success in this role will be measured by growth of new assets, revenue growth, compliance integrity, and the ability to foster a high-performing, client-centric advisory team. Key Responsibilities Leadership and Team Development + Lead and develop junior investment advisors, to consistently meet and exceed growth objectives. + Provide full management oversight, including staffing, strategic planning, budgeting, and day-to-day management. + Recruit, select, and develop staff with well-rounded skills and knowledge, ensuring growth and development of a professional client base. + Ensure staff is well-trained on Wealth at Work products and services, effectively communicating the

Created: 2026-03-07