CareerPlan

Business Service Officer

New York, New York, United States of AmericaFull-time$120k–$170k2026-11-02 → 2026-11-11

Core

Lead and supervise Support Professionals and Service teams within assigned branches to execute strategic priorities, ensure compliance, and manage client service operations.

Role type

Senior IC business service manager

Builds

Client service operations and branch support functions

Domain

Financial services / Wealth management

Required skills

People management, coaching, conflict resolution, budget tracking, process improvement, strategic thinking, compliance knowledge, team leadership, 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; Identify and implement process improvements to drive efficiencies; Conduct one-on-one coaching meetings for career goal setting and performance management.

Seniority

Senior, hands-on IC