VEA - Team Manager
Core
Manage a team of 20+ Virtual Engagement Associates (VEAs) who support Financial Advisors with digital marketing and financial planning services.
Role type
Senior Team Manager
Builds
Digital marketing campaigns and client-specific financial plans for Financial Advisors
Domain
Wealth Management / Financial Services
Required skills
Team leadership, performance management, training and development, client engagement strategy, recruiting support, financial planning knowledge, data logging and metrics analysis, presentation skills
Preferred skills
Series 24 or 9/10 licensing, prior experience in sales or business development
Technologies
MS Office, internet applications, Next Best Action tool
Responsibilities
Supervise and coach VEAs on performance and policy adherence, develop effective teams, ensure meeting of client engagement metrics, create performance improvement plans, support campus recruiting, conduct team meetings and performance reviews
Seniority
Senior, hands-on IC