Group Director
Core
Senior service leader supporting Financial Advisors and Private Wealth Advisors to shape client service models, manage daily operations, and optimize business practice efficiencies.
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
Financial services product knowledge, leadership, client relationship management, business plan execution, team coordination, performance tracking
Preferred skills
Advanced degree or professional certification, Series 7/66 or Series 63/65 licenses, MS Excel proficiency, adaptability
Technologies
MS Office (Excel), firm-approved financial systems
Responsibilities
Cultivate relationships with business partners and colleagues; support FAs/PWAs in enhancing client relationships; assist in developing and delivering client service models; prepare and review client reports and financial plans; participate in client meetings representing the service lens; optimize business practice efficiencies; oversee Support Professionals; coordinate business matters; interview and train Support Professional candidates; execute Financial Advisor business plans; manage team client communications strategy
Seniority
Senior, hands-on IC