Senior Financial Coaching & Advice Leader

Remote Worker LTD.; United States; Remote; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Moneybox is seeking a Senior Coaching & Advice Service Manager to lead our team of Financial Coaches and Advice Coaches. You will shape the coaching model and ensure high quality customer conversations, supported by technology and AI.

You will report to the Director of Advice and collaborate with Senior Financial Advisers and the Head of Proposition to drive the Advice program forward in a fast-growing wealth platform.

Aufgaben

• Own the team, its competence and quality standards, and how technology — including video calls and AI — supports every customer conversation, before, during and after the call.
• Report directly to the Director of Advice, working closely with the Senior Financial Advisers and the Head of Proposition across the wider Advice leadership team.

Jobbeschreibung

Moneybox is seeking a Senior Coaching & Advice Service Manager to lead our team of Financial Coaches and Advice Coaches. You will shape the coaching model and ensure high quality customer conversations, supported by technology and AI.

You will report to the Director of Advice and collaborate with Senior Financial Advisers and the Head of Proposition to drive the Advice program forward in a fast-growing wealth platform.