Advisor Training & Development Manager

COMPANY

Vicus Capital   is a fast-growing independent investment management firm with over

$2 billion in assets under management headquartered in State College, Pennsylvania. The firm works together with advisors throughout the country to provide clients with elite service and cutting-edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. Our success is driven by a team of passionate professionals who prioritize personalized client service and long-term relationships.

POSITION OVERVIEW

We are seeking an experienced Advisor Training & Development Manager to lead our Emerging Advisor Academy.  This is a hands-on leadership role for someone passionate about developing talent and driving financial advisor success.  The Advisor Training & Development Manager is responsible for guiding new and early career advisors through a structured training and coaching curriculum that builds technical expertise, and sales acumen resulting in advisors building lasting client relationships and growing their own independent practices. This position will also work closely with the Business Development team to align program objectives with the firm’s strategic goals, ensuring that advisor development directly contributes to business growth, and talent retention. This is an exciting opportunity to directly impact our growth trajectory. Come grow with us.  Join our team today!

KEY RESPONSIBILITIES

• Oversee daily operations of the program providing structure and accountability
• Set goals and outline paths for success
• Track and evaluate advisor progress towards program milestones
• Promote a culture of learning and professional growth
• Ensure participants have access to necessary tools and resources
• Oversee candidate licensing
• Partner participants with a mentor
• Assist in the recruiting process to identify candidates for the program
• Facilitate the transition of trainees from development program into full-time advisor role
• Maintain relationships with educational institutions / CFP® programs
• Monitor industry trends and apply to curriculum where applicable
• Sustain a pipeline of new advisors that meets growth targets
• Collaborate with leadership to align the program objectives to firm’s broader business development goals

POSITION REQUIREMENTS

BENEFITS

This career opportunity is a full-time salaried position plus incentive compensation. A comprehensive benefits package is provided.

WHY JOIN VICUS CAPITAL?

TO APPLY

Please send your resume and a cover letter outlining your relevant industry experience

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