Consumer Investments Registered Team Manager
Core
Leading a team of Senior Investment Specialists and Financial Service Representatives to provide client service, trade support, and account maintenance for Consumer Investments and Merrill clients.
Role type
Senior IC team manager (consumer financial services)
Builds
Client service operations and team performance for Consumer Investments Solutions
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
Coaching and mentoring, risk management, sales performance management, client experience management, team leadership, operational efficiency, compliance monitoring, relationship building
Preferred skills
Knowledge of Consumer Investments and Merrill systems, fast-paced environment management, multi-tasking under stress
Technologies
Consumer Investments and Merrill systems
Responsibilities
Coach and motivate team to grow client relationships, resolve elevated client issues, manage daily team operations and productivity, monitor compliance and regulatory standards, develop team through side-by-side coaching and call review
Seniority
Senior, hands-on IC