VP, Service Center
Core
Lead a high-performing organization of 100+ Financial Service Professionals to deliver exceptional service experiences for Financial Advisors and their office staff in a wealth management context.
Role type
VP of Core Service (People & Operations Leader)
Builds
High-volume service organization supporting Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic leadership, People leadership, Operational excellence, Change leadership, Relationship leadership, Executive communication, Data-driven decision making, Continuous improvement
Preferred skills
Experience in financial services, Experience leading leaders
Technologies
None explicitly stated
Responsibilities
Lead execution of Core Service and establish priorities; Lead and develop AVPs, Managers, and 100+ FSPs; Own day-to-day service performance for transactional support; Use operational data to identify trends and improve performance; Build relationships with Advisors and stakeholders; Solve complex client and operational issues; Partner with enterprise teams on service delivery; Lead change and transformation efforts; Establish management routines for visibility and accountability; Assess resource capacity and talent needs; Use feedback to improve service quality and outcomes; Communicate performance and risks to senior leadership.
Seniority
Executive (VP), hands-on people leader