Regional Administrative Manager
Core
Lead employee affiliation branch office support staff, manage Client Service Associates, and coordinate Financial Advisor support efforts.
Role type
Senior branch operations manager (financial services)
Builds
Branch office support infrastructure and advisor service delivery
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Branch operations management, team leadership, performance management, hiring strategy, stakeholder liaison, training program execution
Preferred skills
Cross-functional collaboration, relationship management, strategic planning
Technologies
None stated
Responsibilities
Manage branch office support staff including compensation and performance management; Foster a culture of coaching and development; Contribute to hiring strategy for support staff; Drive continuous improvement in admin vertical; Act as liaison between advisors and service operations; Execute support staff training programs; Partner on admin vertical program design
Seniority
Senior, hands-on IC