Supervisor, Client Engagement

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 (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
• 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

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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.