Advisor Support Team Lead for Financial Professionals

Jobtailor; Phoenix (AZ); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor is seeking a seasoned leader to head the Advisor Support team in Phoenix, AZ. You will drive performance, set clear goals, and foster strong internal partnerships with cross-functional groups to ensure service excellence for Financial Professionals.

The role requires extensive retirement-plans knowledge, superb communication, and the ability to adapt to evolving business demands while maintaining a client-focused approach.

Qualifications

• Minimum 8 years support experience or relevant experience.
• At least 5 years management experience required.
• Extensive experience with high producing Financial Professionals.
• Exceptional oral and written communication skills.
• Outstanding professional presence and positive customer service attitude.
• Basic knowledge of Qualified Retirement Plans.
• Strong interaction with clearing firms and external vendors.
• Excellent organizational skills.

Responsibilities

• Lead a team of Advisor Support Specialists.
• Set team goals, establish vision and take action.
• Effectively coach and manage team performance.
• Develop and maintain internal relationships.
• Identify and address operational challenges.
• Adapt to changing business needs.

Skills

Leadership

Communication

Customer service

Team management

Relationship building

Organizational skills

Retirement plans knowledge

Job description

Jobtailor is seeking a seasoned leader to head the Advisor Support team in Phoenix, AZ. You will drive performance, set clear goals, and foster strong internal partnerships with cross-functional groups to ensure service excellence for Financial Professionals.

The role requires extensive retirement-plans knowledge, superb communication, and the ability to adapt to evolving business demands while maintaining a client-focused approach.