Lead Financial Services Execution Consultant

Motion Recruitment; Minneapolis (MN); On-site; USD 55,000 - 83,000; Full time

Job summary

Motion Recruitment is seeking a Business Execution Consultant in Minneapolis, MN to lead Case Advisors and guide complex casework, complaint research, and client communications. The role emphasizes quality, adherence to procedures, and team leadership in a regulated financial services environment.

The position requires active Series 7 registration (or within 2 years of reactivation), strong communication, and experience in brokerage/investment operations.

Qualifications

• Active Series 7 registration or within two years of reactivation.
• Experience in financial services, brokerage, or investment-related operations.
• Customer service experience.
• Experience with Microsoft products.
• Strong verbal and written communication skills.
• Demonstrated ability to coach, mentor, and support others.

Responsibilities

• Serve as a team lead and day-to-day resource for Case Advisors.
• Provide guidance on complex casework, complaint research, client communication, written resolutions, procedures, and quality expectations.
• Handle escalated client calls involving complex or sensitive concerns that require additional support or expertise.
• Partner with Case Advisors to determine next steps and navigate challenging situations.
• Coach, mentor, and support team members as they work through complex client and case-related matters.
• Promote consistent execution and quality across the team.

Skills

Series 7 registration

Financial services experience

Customer service experience

Verbal and written communication

Coaching and mentoring

Brokerage/investment operations

Attention to detail

Tools

Microsoft Office

Job description

Motion Recruitment is seeking a Business Execution Consultant in Minneapolis, MN to lead Case Advisors and guide complex casework, complaint research, and client communications. The role emphasizes quality, adherence to procedures, and team leadership in a regulated financial services environment.

The position requires active Series 7 registration (or within 2 years of reactivation), strong communication, and experience in brokerage/investment operations.