Group Director
Core
Senior service leader supporting Financial Advisors and Private Wealth Advisors to shape client service models and oversee daily business operations.
Role type
Senior IC Group Director (Financial Services)
Builds
Client service models and business management strategies for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Leadership, financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Excel proficiency, client service, business plan execution, staff performance management
Preferred skills
None stated
Technologies
MS Office (Excel), firm-approved financial planning systems
Responsibilities
Cultivate relationships with internal and external business partners; support FAs/PWAs in enhancing client relationships; lead development and delivery of client service models; prepare and review client reports/financial plans; participate in client meetings representing the service lens; optimize business practice efficiencies; oversee Support Professionals; coordinate business matters; interview Support Professional candidates; manage team client communications strategy
Seniority
Senior, hands-on IC