PWM Business Service Officer
Core
Lead and supervise Support Professionals and Service teams to modernize client experience and execute business functions within assigned branches.
Role type
Senior IC branch operations manager
Builds
Client service operations and support infrastructure for Financial Advisors
Domain
Financial Services / Wealth Management
Required skills
People management, coaching, conflict resolution, process improvement, budget tracking, compliance enforcement, strategic thinking, relationship management
Preferred skills
Supervisory experience, talent development
Technologies
N/A
Responsibilities
Lead, mentor, and supervise a team of Support and Service Professionals; Facilitate interviewing, selection, and onboarding of new hires; Manage travel and entertainment expenses and budget forecasting; Resolve client inquiries and implement process improvements; Conduct one-on-one coaching meetings and performance reviews; Partner with Complex Sales and Risk teams on business execution.
Seniority
Senior, hands-on IC