Supervisor, Client Engagement

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible PTO

Family medical leave

Disability leave

Tuition reimbursement

401(k) with employer match

Job summary

Victory Capital InVest is seeking a motivated leader to guide a team of service specialists serving mutual funds and 529 CSP accounts. You will coach 10–15 representatives, drive performance, and manage live-chat and voice channels to deliver world-class investor service.

You will report to the Director of Victory Capital InVest and help deepen client relationships while ensuring regulatory and policy compliance across all interactions.

Qualifications

• Proven ability to lead teams to achieve business goals while maintaining high service standards.
• Ability to independently master new concepts and drive changes.
• Developed strategies to sustain performance across key metrics.
• Experience in financial services industry and in contact center settings.
• SIE, Series 7, Series 63 licenses (or obtain within 1 year).
• Series 24 license (or obtain within 1 year).

Responsibilities

• Coach, mentor, and influence a team of 10 to 15 service representatives delivering account servicing for mutual funds and 529 CSPs.
• Lead team to meet performance goals, improve efficiency, and uphold customer service standards.
• Manage live-chat and voice channels for Investor services.
• Monitor interactions to ensure quality and regulatory compliance.
• Implement strategies to deepen relationships across product lines.
• Ensure adherence to regulatory standards and internal policies.

Skills

Team leadership

Coaching

Communication

Regulatory compliance

Financial services

Change management

Strategic thinking

Business acumen

Self-motivation

Mentoring

Job description

About Victory Capital Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance.

Victory Capital is headquartered in San Antonio, Texas. To learn more, visit www.vcm.com or follow us on Facebook, Twitter (X), and LinkedIn.

General Summary And Purpose

We are looking for a motivated and experienced leader to join Victory Capital InVest. In this role you will influence and lead a group of Service and Acquisition Specialists in delivering world-class service to our investors while attaining team goals, promoting productivity, and achieving operational excellence.

You will report to the Director, Victory Capital InVest

You Will

• 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

You Have

• 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
• Developed strategies to promote sustained performance across all key metrics
• Effectively lead teams through a dynamic environment of change
• Excellent verbal and written communication skills
• Foundational business knowledge of managing revenue and expenses
• Delivered operational excellence through employee adoption of and execution
• Experience in financial services industry
• Experience leading and coaching others preferably in a contact center environment
• FINRA Securities Industry Essentials (SIE), Series 7, Series 63 (or must obtain within 1-year of hiredate)
• FINRA Series 24 (or must obtain within 1-year of hire date)

Preferred Skills

• Investments service and sales experience
• Change management experience
• Ability to facilitate problem solving with the team and promote a shared sense of ownership of business outcomes and customer outcomes
• Working knowledge of mutual funds, college savings plans, 403b, and brokerage products
• Project management experience and ability to meet deadlines

Our Benefits

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation

The target base salary range for this position is $63,750 - $ 75,000. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s

Skills And Prior Relevant Experience, Certain Degrees, And Certifications. Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance. Victory Capital Management’s total compensation package includes the opportunity for annual Compensation Bonuses And/or Commissions And a Generous Benefits Package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.