Advisor Success Manager
Recruiting Partner: Kylee Shimabuku
Chicago, Illinois | Sales | Fully Remote | $90,000 to $90,000 | Job ID: 169575
Job Summary
To Apply for this Job Click Here
Advisor Success Manager
Location: Remote (Eastern or Central Time)
Compensation: $90,000 base + variable
A fast-growing financial services firm is hiring an Advisor Success Manager to own and build the advisor activation and success function.
What you will build (primary responsibility):
- A scalable process to activate newly contracted advisors who are not yet producing
- A re-engagement framework for existing advisors underutilizing the model
- A repeatable “lock arms” approach to guiding advisors through a holistic planning and risk-mitigation process
- The operational foundation (tools, workflows, communication rhythms) that supports long-term advisor productivity
Additional responsibilities:
- Serve as the primary relationship manager for assigned advisors
- Coach advisors toward clear production goals and accountability
- Connect advisors with internal planning, case design, and SME resources
- Track advisor engagement, activity, and progress
- Partner with leadership to continuously improve processes as the firm scales
Who this role is for:
- Someone energized by building, not just maintaining
- A strong relationship manager with a coaching mindset
- Comfortable in a fast-moving, lightly structured, remote environment
- Experience with financial advisors, insurance, annuities, or wealth management preferred
Why this role:
- Remote-first (ET/CT preferred)
- Meaningful ownership and visibility
- Clear growth path into broader operational or leadership roles
If you’re excited to create structure, work closely with advisors, and leave a real thumbprint on a growing firm, this role offers long-term impact and upside.
JOB ID: 169575
#post
Kylee Shimabuku
To Apply for this Job Click Here
Share This Job
Share This Job
I Want More Jobs Like This In My Inbox Weekly.
Powered by Dalia
Business Development Representative
Hospitality Event Sales Manager
Hospitality Event Sales Manager
Key Account Specialist
Additional Information
At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
