About this role
Advisor Growth & Lead Conversion Manager at Ceritypartners. Location: New York City or Westfield. Role: managing relationships, analyzing performance, developing frameworks Requirements: 5–8 years in wealth management with advisor relationship experience, strong analytical and communication skills, ability to deliver constructive feedback, and willingness to travel up to 30% annually. Category: Project and Program Management Seniority: Senior Level Commitment: Full Time Workplace: Hybrid Languages: English