Group Director
Core
Senior service leader supporting Financial Advisors and Private Wealth Advisors to shape client service models, manage team operations, and enhance client relationships.
Role type
Senior IC Group Director (Financial Services)
Builds
Client service models and business management strategies for Financial Advisor teams
Domain
Financial Services / Wealth Management
Required skills
Leadership, Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), MS Excel proficiency, Client service, Strategic planning, Team management, Performance tracking
Preferred skills
Advanced degree or professional certification, Series 7/66 or Series 63/65 licenses, Adaptability, Time management
Responsibilities
Cultivate relationships with business partners and colleagues, Support FAs/PWAs in enhancing client relationships, Lead development of client service models, Prepare and review client reports/financial plans, Participate in client meetings, Optimize business practice efficiencies, Oversee Support Professionals, Coordinate business matters, Manage team client communications strategy
Seniority
Senior, hands-on IC