Overview In this role you lead a financial center, shaping a client-centered culture and risk discipline to help customers reach their financial goals. You drive talent development, operational excellence, and cross-functional collaboration while executing market initiatives. You'll manage client traffic, coach the team, and ensure performance against business goals, all within a diverse and inclusive environment. This is a hands-on leadership position with meaningful impact on clients, teammates, and the organization.
Responsibilities- Develops talent and proactively sources candidates
- Manages client traffic and fosters client retention
- Drives business results via coaching routines and performance management
- Creates a world-class client experience environment
- Manages market-level initiatives prescribed by market leaders
- Leads operational excellence through team engagement with business strategy
- Oversees organizational priorities and execution
- May manage associates in addition to core responsibilities
Key requirements- 3+ years of demonstrated experience building, leading, managing and coaching a team
- Strong problem-solving and independent solution-finding abilities
- Effective communication and client engagement skills
- Ability to learn and adapt to new information and technology platforms
- Strong critical thinking and decision-making abilities
- Ability to manage time, prioritize tasks, and work in a fast-paced environment
- Able to interpret performance results and drive accountability
- Collaborates effectively
- Passion and drive to improve client financial lives
- Flexibility to work weekends or extended hours
- learning agility
- risk management
- data-based decision making
