Posting Date

Responsibilities and duties

  • Oversee training and development of new and existing client service professionals, ensuring the necessary competencies required to perform their job effectively and efficiently.
  • In conjunction with advisors and training and support supervisor, ensure necessary broker-dealer compliance standards are being met.
  • Create and align career path for client service professionals. Emphasis on matching licensing education and compliance needs with required tasks and responsibilities.
  • Develop workflows to maintain an excellent standard of service. Work closely with training and support supervisor to consistently implement workflows throughout all offices in the Central Penn core market.
  • Compile and analyze monthly report packet to be used by directors during advisor reviews. Items to include: activity spreadsheet, advisor recommendation forms, CRM and Tableau metrics, and other items as requested.
  • Work closely with locally-based corporate headquarters employee to assure all office services, facilities and IT systems are in working order.
  • Assist managing director with annual budgeting activities specific to areas of responsibility.
  • Move comfortably between both big-picture analysis and hands-on detail-oriented task management. 
  • Manage project timelines and processes, regularly prioritizing and monitoring workflow.
  • Serve on both the local steering committee and as an active participate on the Central Penn leadership team.
  • Other duties as assigned.



Undergraduate degree or equivalent experience.


Proven leadership experience (preferably in delivery of financial services).

Skills and abilities

  • Has demonstrated an ability to build and lead cross-functional teams to accomplish common goals.
  • Commitment to the values, beliefs and mission of Everence.
  • Member/customer service focus.
  • Excellent relationship building skills.
  • Strong writing and verbal communication skills.
  • Willingness to travel on a regional and national basis (national travel would traditionally only be one to two times per year).
  • Hands-on detail-oriented leader.
  • High attention to detail and passion for the art of project management-oriented activities.
  • Ability to inspire teams to a high level of quality and performance.
  • Enthusiasm, positive energy and ability to maintain grace and a sense of humor under pressure.
  • Take initiative, organize diverse tasks, work independently, and integrate and pursue corporate strategy.
  • Effectively lead and participate in cross-functional teams.
  • Personal attributes that include creative problem solving, analytic skills and flexibility, customer service, interpersonal and communication skills.
  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.

Supervisory responsibilities

This position will supervise three to five Everence team members in Central Penn.


This is a full-time position.


This position is located at the Everence office in Mount Joy, Pennsylvania.

Apply online