Client Service & Training Manager – Wealth Advisory

Archer; Portland (OR); On-site; USD 100,000 - 140,000; Full time

Job summary

Archer is partnering with J.P. Morgan Advisors to connect them with exceptional professionals for this role. We seek a Client Service Group Manager to lead the branch's sales support and administrative teams, and to drive training and process improvements across the office.

You will report to the Head of the Client Service Group and the local Regional Director, and sit on the branch management team, guiding strategic initiatives and ensuring high-quality client service.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
• Degree in Business, Finance, or other related business discipline
• Minimum of 3 years financial services management experience
• Experience in the training field or branch administrator in financial services
• Understanding of wealth management business, sales force, and investment products
• Knowledge and understanding of KYC and Regulatory requirements
• Project management, problem-solving and time management skills
• Experience with facilitating training sessions (both classroom and virtual)
• Strong working knowledge of PowerPoint, Word, Excel

Responsibilities

• Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
• Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
• Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
• Partner with functional groups across the line of business on process improvement and day to day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Skills

Leadership

Communication

Project management

Training

PowerPoint

Excel

Education

Bachelor's degree in Business or Finance

Tools

PowerPoint

Word

Excel

Job description

Archer is partnering with J.P. Morgan Advisors to connect them with exceptional professionals for this role. We seek a Client Service Group Manager to lead the branch's sales support and administrative teams, and to drive training and process improvements across the office.

You will report to the Head of the Client Service Group and the local Regional Director, and sit on the branch management team, guiding strategic initiatives and ensuring high-quality client service.