Executive Team Manager
New Yesterday
Job Summary We are seeking a seasoned leader to manage a team of professionals in a collaborative environment.
This role will play a critical part in delivering exceptional service experiences for high net worth clients.
Key Responsibilities Lead and manage a team to promote efficiency, productivity, and client satisfaction.
Develop strategies to improve processes and workflow.
Manage performance by setting clear goals, tracking progress, and providing feedback.
Coach and develop team members to achieve their full potential.
Requirements Bachelor's Degree required.
Active FINRA Series 7 license required.
Minimum 5 years of financial services experience required.
Preferred Qualifications CFP designation preferred.
Supervisory/leadership experience preferred.
Demonstrated passion for coaching and developing individual contributors.
What We Offer We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match.
Paid time off, vacation, and sabbatical leave.
Tuition reimbursement.
Health, dental, and vision insurance.
About Us We are committed to empowering our employees' personal and professional success.
- Location:
- Tempe, United States