Advisor Services Team Lead | Coaching & Ops Excellence

AssetMark; Phoenix (AZ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Flex Time Off

401K Employer Match

Medical/Dental/Vision

HSA Employer contribution

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Schedule

Job summary

AssetMark is seeking an Advisor Services Team Leader to supervise a team of Advisor Services Specialists, providing real-time support to Financial Advisors and overseeing new client and account setup and changes. The role supports a hybrid schedule with proximity to Phoenix, AZ or Chicago, IL offices.

The ideal candidate will have a Bachelor’s degree or equivalent and at least five years in financial services, with strong communication skills and a results-driven coaching mindset.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of 5 years financial services industry experience.
• Series 6 securities license preferred.

Responsibilities

• Coach, mentor and develop team members.
• Direct day-to-day operations to meet service levels.
• Communicate needs of direct reports and manage KPIs.
• Provide hands-on training and identify opportunities.
• Evaluate associates to develop high performers.
• Lead process improvements and service initiatives.
• Collaborate with other teams to implement solutions.

Skills

Team leadership

Coaching

KPI management

Client service

Education

Bachelor's degree or equivalent experience

Job description

AssetMark is seeking an Advisor Services Team Leader to supervise a team of Advisor Services Specialists, providing real-time support to Financial Advisors and overseeing new client and account setup and changes. The role supports a hybrid schedule with proximity to Phoenix, AZ or Chicago, IL offices.

The ideal candidate will have a Bachelor’s degree or equivalent and at least five years in financial services, with strong communication skills and a results-driven coaching mindset.