Advisor Relations Manager in Coralville, Iowa at Vision Financial Group LLC

We are seeking a dynamic, relationship-driven Advisor Relations Manager to join our team. In this role, you will serve as the crucial link between our firm and our network representatives, ensuring they are fully integrated, supported, and positioned to maximize the value of our comprehensive suite of services. The ideal candidate has more than 3 years of industry experience, excels at building authentic connections, identifying strategic growth opportunities, and managing long-term professional relationships.

Location: This position is based in Coralville, IA; Des Moines, IA; Joplin, MO; Madison, WI. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.

What You’ll Do

Introduction to Firm Services

• Onboard and educate new and existing network representatives on the full spectrum of firm services, capabilities, and value propositions.
• Conduct engaging presentations and deep-dive sessions to ensure network partners thoroughly understand how our services can support their strategic goals.
• Drive increased usage of Subject Matter Experts (SMEs), participating in SME introduction meetings to drive action and implementing continued follow-up using a "7x 7 ways" approach.
• Develop and update introductory collateral, resources, and onboarding pathways.

Primary Point of Contact for Network Reps

• Serve as the dedicated, go-to liaison for all day-to-day inquiries, escalations, and support needs from network representatives.
• Streamline communication channels between internal teams and external network partners to ensure timely, high-quality resolution of requests.
• Act as a key feedback loop for network services while reducing the volume of direct inquiries to other departments
• Maintain an up-to-date knowledge base of network representative profiles, preferences, and feedback.

Cross-Selling & Service Optimization

• Proactively analyze network rep portfolios to identify gaps and optimize the utilization of firm services.
• Strategically cross-sell relevant solutions and add-on services that align with the specific needs and growth objectives of network partners.
• Collaborate with internal service line leaders to create tailored proposals and service packages.
• Conduct advanced planning by proactively identifying growth opportunities within advisors' books of business that they may not recognize due to lack of experience.

Relationship Management & Engagement

• Act as a super-connector within the industry, facilitating meaningful introductions and networking opportunities for partners.
• Coordinate and manage exclusive engagement initiatives, including sending invitations to specialized firm events, webinars, and roundtables.
• Represent the firm at industry conferences and networking events, actively strengthening existing ties and building new professional bridges.

What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation: The anticipated pay range for this position is $75,000-100,000, based on your level of experience and technical expertise.

• 3+ years of financial industry experience in account management, relationship management, or a client-facing role (financial services, professional services, or corporate networking environments preferred). CFP certification is highly desired.
• Exceptional interpersonal, verbal, and written communication skills with a proven ability to present complex services clearly.
• Strong consultative selling skills with a natural ability to identify cross-selling opportunities and optimize client satisfaction.
• Excellent project management abilities, capable of balancing multiple relationship touchpoints, event invitations, and follow-ups simultaneously.
• Primary KPI: Drive usage and revenue growth of SME services by network advisors

Physical Requirements:

• Ability to stand or sit for extended periods of time in an office environment.
• Working on a computer for extended periods of time.
• Ability to occasionally lift up to 15 pounds.