Team Manager, Advice
Core
Leads a medium-sized advice delivery team or multiple small teams, accountable for service, quality, risk, people, and productivity outcomes in a financial advice environment.
Role type
Senior IC team manager (financial advice delivery)
Builds
Advice delivery services and operational capabilities for clients/members
Domain
Financial services / Regulatory compliance
Required skills
Strategic planning, resource allocation, people leadership, risk management, stakeholder management, analytical judgment, change management, regulatory compliance knowledge
Preferred skills
Experience leading paraplanning or advice services teams, coaching leaders, succession planning, data interpretation
Technologies
N/A
Responsibilities
Translate strategy into team plans, manage team capacity and resources, lead operational performance and process improvements, develop direct reports and build team capability, maintain risk and compliance culture
Seniority
Senior, hands-on IC