Manager of Employer Plan Services
Core
Lead a team of 20 service professionals to deliver exceptional client service and support for financial advisors and investors.
Role type
Manager of Employer Plan Services (Team Lead)
Builds
Service solutions and client experiences for financial advisors and investors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
team leadership, real-time coaching, performance management, hiring, customer service, problem-solving, data analysis
Preferred skills
financial services experience, call center management, professional coaching certifications, project management, hybrid team management
Technologies
performance reporting tools, project management tools
Responsibilities
Direct and guide a team of ~20 service professionals; coach team members on call management and performance; handle service escalations; analyze performance trends; hire and evaluate team members; manage administrative tasks like timecards and attendance; partner with HR on performance counseling.
Seniority
Manager, hands-on IC with team leadership