Consumer Investments Registered Team Manager
Core
Lead 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 Registered Team Manager (Client Services)
Builds
High-level service for Consumer Investments and Merrill clients
Domain
Banking / Consumer Investments
Deliverable
client delivery
Required skills
Coaching and mentoring, risk management, sales performance management, client experience, compliance and regulatory standards, team leadership, operational efficiency, relationship building, problem solving
Preferred skills
Knowledge of Consumer Investments and Merrill systems, ability to manage workload in fast-paced environments, talent development
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, review sales practices and trades for compliance, develop team through side-by-side coaching and call reviews
Seniority
Senior, hands-on IC