Become the Virtual Financial Planning Sales Leader at Meridian, where you'll manage a remote team dedicated to crafting personalized financial plans. Enhance client interactions while driving mutual fund sales.

As a Senior Manager, your responsibilities encompass coaching planners, ensuring compliance, and leveraging digital tools for effective sales strategies. You'll work closely with cross-functional teams to refine the virtual advice experience and fulfill client needs efficiently.

Key Responsibilities: • Lead virtual financial planners in achieving compliance and sales targets • Develop and implement sales strategies to drive mutual fund adoption • Enhance digital sales processes and tools • Conduct quality audits to ensure client-focused planning • Collaborate with internal teams to optimize client engagement

Requirements: • 7+ years in wealth management or financial advisory • 3–5+ years in leadership roles • Strong knowledge of financial planning fram...