AVP, Desk Manager
Core
Lead a team of professionals supporting financial advisors via phone and email with knowledge of fee-based solutions, platforms, products, and strategies.
Role type
Senior team lead / Desk Manager
Builds
Knowledge base and support services for financial advisors
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Team leadership, onboarding and training, performance management, metrics reporting, strategic partnership building, financial product knowledge, Microsoft Office proficiency
Preferred skills
FINRA Series 7 and 66 licenses, analytics development, prior leadership experience
Responsibilities
Lead by example by fielding advisor calls and emails directly, onboard and train new hires, foster a culture of engagement and inclusion, streamline team operating procedures, establish and report on team metrics and targets, conduct team meetings and 1:1s, develop strategic partnerships with other leaders, work on departmental business strategy implementation