Program Manager – Advisor Support Network
Advisors Excel, LLC, Topeka, KS, United States
Position:
Program Manager – Advisor Support Network
Location:
2950 SW McClure Rd
Topeka, KS
Job Id: 2595
# of Openings: 1
Position: Program Manager – Advisor Support Network
Reporting to: Managing Partner
Location: Topeka, KS - Onsite
Overview
Are you highly organized, proactive, and energized by keeping people, projects, and priorities moving forward? Do you enjoy building relationships, solving problems, and creating exceptional experiences for clients? If so, this could be the opportunity for you.
We’re looking for a Program Manager to support our Advisor Support Network and Business Advisory Services divisions. In this role, you’ll drive advisor support, coordinate key projects, improve internal operations, and help deliver a seamless, high-quality advisor experience.
This is a great opportunity for someone who thrives in a fast-paced environment, takes ownership, and enjoys making an impact.
What you’ll do
Deliver an Exceptional Advisor Experience
Serve as a trusted point of contact between advisors and internal teams
Build strong relationships through responsive communication and consistent follow-through
Anticipate advisor needs and proactively provide updates, resources, and solutions
Help create a high-touch, high-value experience with every interaction
Drive Projects Forward
Manage projects from kickoff through completion, ensuring timelines and deliverables stay on track
Coordinate with multiple internal teams to remove roadblocks and keep momentum moving
Provide clear updates, documentation, and reporting throughout each project lifecycle
Resolve advisor-related issues by partnering with internal teams and seeing solutions through to completion
Track priorities and progress using Salesforce and project management tools
Support Communications & Marketing Efforts
Coordinate the development and maintenance of advisor-facing collateral and materials
Partner with creative teams to ensure materials are accurate, polished, and delivered on time
Assist with advisor communications, updates, and messaging initiatives
Strengthen Operations
Provide operational and administrative support to leadership
Coordinate calendars, meetings, and day-to-day priorities
Build and improve processes that create efficiency, consistency, and scalability
Support reporting, special projects, and strategic initiatives
Experience you’ll bring
2–4 years of experience in operations, project management, account management, client service, or a related field
A client-first mindset and passion for delivering excellent service
Strong organization skills with the ability to manage multiple priorities at once
Excellent written and verbal communication skills
High attention to detail and strong follow-through
Problem-solving ability with confidence navigating challenges
Ability to work independently while collaborating effectively with others
Analytical thinking and comfort working with data, deadlines, and details
Bonus Points
Associate’s or Bachelor’s degree in Business, Marketing, Communications, or related field
Experience in a client-facing or advisor support role
Background in financial services, wealth management, or professional services
What you’ll get
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#J-18808-Ljbffr
Program Manager – Advisor Support Network
Location:
2950 SW McClure Rd
Topeka, KS
Job Id: 2595
# of Openings: 1
Position: Program Manager – Advisor Support Network
Reporting to: Managing Partner
Location: Topeka, KS - Onsite
Overview
Are you highly organized, proactive, and energized by keeping people, projects, and priorities moving forward? Do you enjoy building relationships, solving problems, and creating exceptional experiences for clients? If so, this could be the opportunity for you.
We’re looking for a Program Manager to support our Advisor Support Network and Business Advisory Services divisions. In this role, you’ll drive advisor support, coordinate key projects, improve internal operations, and help deliver a seamless, high-quality advisor experience.
This is a great opportunity for someone who thrives in a fast-paced environment, takes ownership, and enjoys making an impact.
What you’ll do
Deliver an Exceptional Advisor Experience
Serve as a trusted point of contact between advisors and internal teams
Build strong relationships through responsive communication and consistent follow-through
Anticipate advisor needs and proactively provide updates, resources, and solutions
Help create a high-touch, high-value experience with every interaction
Drive Projects Forward
Manage projects from kickoff through completion, ensuring timelines and deliverables stay on track
Coordinate with multiple internal teams to remove roadblocks and keep momentum moving
Provide clear updates, documentation, and reporting throughout each project lifecycle
Resolve advisor-related issues by partnering with internal teams and seeing solutions through to completion
Track priorities and progress using Salesforce and project management tools
Support Communications & Marketing Efforts
Coordinate the development and maintenance of advisor-facing collateral and materials
Partner with creative teams to ensure materials are accurate, polished, and delivered on time
Assist with advisor communications, updates, and messaging initiatives
Strengthen Operations
Provide operational and administrative support to leadership
Coordinate calendars, meetings, and day-to-day priorities
Build and improve processes that create efficiency, consistency, and scalability
Support reporting, special projects, and strategic initiatives
Experience you’ll bring
2–4 years of experience in operations, project management, account management, client service, or a related field
A client-first mindset and passion for delivering excellent service
Strong organization skills with the ability to manage multiple priorities at once
Excellent written and verbal communication skills
High attention to detail and strong follow-through
Problem-solving ability with confidence navigating challenges
Ability to work independently while collaborating effectively with others
Analytical thinking and comfort working with data, deadlines, and details
Bonus Points
Associate’s or Bachelor’s degree in Business, Marketing, Communications, or related field
Experience in a client-facing or advisor support role
Background in financial services, wealth management, or professional services
What you’ll get
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#J-18808-Ljbffr