Manager, Retail Virtual Advice Delivery
Lead a virtual sales team, drive customer satisfaction, coach advisors, secure compliance, and realize personal career growth. Competitive total rewards.
About This Position
The Manager, Retail Virtual Advice Delivery is a leadership role for those skilled in sales, coaching, and driving high-performance teams in a digital environment.
Day-to-day, you’ll inspire a team of Virtual Advisors to nurture lasting customer relationships while identifying growth opportunities using proven sales strategies.
Compensation is competitive, with a benefits package supporting career progress and financial well-being. Job type is full-time, with a focus on inclusivity and advancement.
Expect clear criteria for promotions, enabling you to build expertise from your current seat without waiting for branch openings.
If you’re passionate about innovation, regulatory compliance, and developing people, this leadership role offers a rewarding fit.
Main Duties and Responsibilities
You’ll lead and coach a team in delivering remote financial advice, ensuring high customer satisfaction while achieving key performance targets.
Responsibilities involve evaluating team sales results, identifying improvement areas, and enhancing both customer and advisor outcomes.
Maintaining compliance with internal policies and external regulations is central, including continual training and up-to-date product knowledge.
Part of your role is to optimize the virtual advice delivery model to generate new business value for clients and advisors alike.
Day-to-day, you support team effectiveness through active talent development and succession planning to drive ongoing performance.
Key Advantages
One of the most appealing aspects is career advancement without relocation—develop professionally right where you are.
Culture emphasizes collaboration, inclusivity, and innovation, allowing each team member to contribute uniquely and be recognized for their efforts.
Potential Drawbacks
The regulatory landscape means constantly adapting your team to compliance demands, which may require ongoing learning and change management skills.
As with any virtual environment, fostering deep connections remotely with your team and clients may be initially challenging and demands strong communication.
Our Verdict
This role stands out for candidates looking to combine leadership, sales strategy, and talent development in a growth-friendly, digital-forward environment.
It’s a compelling fit for those with deep sales management experience, ambition, and a drive to make direct impact as a team leader.
