Wealth Services, Senior Manager
Core
Lead a team of advisors and service associates to drive growth, ensure client satisfaction, and oversee operational excellence for an assigned book of business.
Role type
Senior Manager, Wealth Services
Builds
Client engagement strategies, team performance, and service delivery models
Domain
Asset Management / Wealth Management
Deliverable
client delivery
Required skills
commercial judgment, team leadership, coaching, operational oversight, risk management, compliance, sales strategy, retention planning, market analysis
Preferred skills
CFP designation, change leadership, executive presence, complex issue resolution
Technologies
N/A
Responsibilities
Develop and execute growth strategies for an assigned book of business; lead, coach, and develop a team of advisors and associates; oversee daily team operations including call activity and quality control; serve as a visible representative for the team in client communications; manage operational risk and compliance requirements.
Seniority
Senior, hands-on IC with team leadership
