Client Engagement Team Lead - Financial Services

Victory Capital Management; San Antonio (TX); On-site; USD 64,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Education Tuition Reimbursement

401k with generous employer match

Job summary

Victory Capital Management in San Antonio, Texas is seeking a motivated leader to head a group of 10–15 service representatives, delivering world-class service to our investors while driving productivity and operational excellence.

You will report to the Director of Victory Capital InVest and coach the team to meet performance goals, regulatory standards, and deepen client relationships across product lines. This role requires strong communication, change management, and adherence to compliance.

Qualifications

• Proven ability to lead teams to achieve business goals while maintaining high service standards in a contact center environment.
• Ability to independently master new concepts quickly.
• Developed strategies to sustain performance across key metrics.
• Effectively lead teams through change.
• Excellent verbal and written communication skills.
• Foundational business knowledge of managing revenue and expenses.
• Delivered operational excellence through employee adoption and execution.
• Experience in financial services industry.
• Experience leading and coaching others in a contact center.
• FINRA SIE/Series 7/63 and Series 24 certifications (or within 1 year of hire).

Responsibilities

• Coach, mentor, and influence a team of 10 to 15 service representatives responsible to the Victory Capital Investors for account servicing of mutual fund and 529 College Savings Plan (CSP) accounts.
• Lead team to deliver on performance goals including efficiency and customer service standards.
• Manage the live-chat team and voice channel.
• Monitor customer interactions to ensure quality and compliant standards are met.
• Manage adherence to regulatory standards and internal policies.
• Implement strategies to deepen customer relationships across all product lines.

Skills

Leadership

Team management

Communication

Change management

Problem solving

Regulatory compliance

Coaching

Financial services

Education

FINRA SIE/Series 7/63, Series 24 (or within 1 year)

Job description

Victory Capital Management in San Antonio, Texas is seeking a motivated leader to head a group of 10–15 service representatives, delivering world-class service to our investors while driving productivity and operational excellence.

You will report to the Director of Victory Capital InVest and coach the team to meet performance goals, regulatory standards, and deepen client relationships across product lines. This role requires strong communication, change management, and adherence to compliance.