This job involves managing a financial center and its employees on a daily basis. Key responsibilities include operating as a business owner, fostering a team environment, promoting a client-centric and risk-aware culture, and helping clients achieve their financial goals. The role emphasizes operational excellence and team effectiveness.
Responsibilities:
- Develop talent through proactive sourcing of candidates
- Manage client traffic, engage clients, and foster retention
- Achieve business results via management routines and coaching
- Create a world-class client experience
- Implement market-level initiatives as prescribed by market leaders
- Drive operational excellence by engaging employees in business strategy
- Manage organizational priorities and ensure effective execution
Managerial Responsibilities:
This position may also involve managing associates. Managers at this level:
- Create an inclusive environment supporting D&I goals
- Challenge process efficiency, champion data-driven decisions, and remove obstacles
- Contribute to enterprise strategy and align team efforts with business goals
- Monitor and challenge risk controls, governance, and culture
- Coach to improve organizational performance and ensure pay-for-performance
- Allocate resources efficiently for profitability
- Manage talent pipeline and succession planning
- Mobilize resources to meet client needs and gain competitive advantage
Required Qualifications:
- At least 1 year of leadership experience, including coaching, training, or motivating a diverse team
- Self-motivated, results-oriented, with a strong work ethic
- Effective collaborator with strong relationship-building skills
- Passionate about improving clients’ financial lives
- Confident in client solutions and problem resolution
- Effective communicator and adaptable to new technologies
- Strong critical thinking and problem-solving skills
- Adherence to processes, laws, and regulations
- Time management skills, ability to prioritize and delegate
- Ability to interpret performance data and drive results
- Flexibility to work weekends or extended hours as needed
Desired Qualifications:
- Management experience including hiring, coaching, and developing staff
- Financial services industry knowledge and experience
- Track record of meeting or exceeding goals
- Bilingual skills (preferred)
Skills:
- Customer Service Management
- Performance and Talent Development
- Risk and Business Operations Management
- Sales and Referral Management
- Leadership and Inclusive Leadership
- Prioritization and Problem Solving
Shift: 1st shift (United States)
Hours Per Week: 40