PWM Business Service Officer
Core
Lead a team of Support Professionals to modernize client experience and execute business functions within assigned branches.
Role type
Senior IC business service officer (people management & operations)
Builds
Client service operations and support teams for Financial Advisors
Domain
Financial services / Wealth management
Required skills
People management, coaching, conflict resolution, budget tracking, process improvement, strategic thinking, compliance knowledge
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 team building.
Seniority
Senior, hands-on IC