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 recommendations forms, CRM & Tableau metrics, and other items as requested.
  • Work closely with locally-based home office employee (new role) 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 participant 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 1-2 times per year).
  • Hands on, detailed-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 

Supervise 3-5 Central Penn team members


This is a full-time position


Mount Joy, PA

Apply online