Service Manager - IAN (Independent Advisor Network) Pod
Core
Lead a team of 10–15 Financial Service Professionals (FSPs) to deliver proactive, personalized service to premium financial advisors.
Role type
Senior team lead / manager for premium service operations
Builds
Advisor service experience and team performance within premium pods (Summit, Masters, IAN)
Domain
Financial services / Wealth management
Required skills
Coaching and employee development, Relationship-building, Proactive service behaviors, Data analysis, Strategic thinking, Hiring and onboarding
Preferred skills
Premium service model experience, FinTech background, Professional coaching certifications, Hybrid team management, Call center metrics familiarity
Technologies
Call center performance tools
Responsibilities
Coach FSPs on proactive service behaviors, Partner with Client Experience leadership to identify improvement opportunities, Use performance data to drive continuous improvement, Manage administrative tasks (timecards, attendance), Participate in hiring and onboarding
Seniority
Senior, hands-on IC with team leadership
