Job Title: Team Leader We are seeking an experienced professional to lead our Centralized Support team. As a key member of our organization, you will be responsible for managing a team of professionals who deliver exceptional service to our high net worth clients. The ideal candidate will have a strong background in financial services, with a proven track record of leading teams and developing employees. You will possess excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients alike. In this role, you will be responsible for: Managing the performance of your team members, including setting goals, tracking progress, and providing feedback. Developing the skills and abilities of your team members through coaching, career counseling, and motivational techniques. Accepting ownership for both team and individual effectiveness, and taking responsibility for ensuring that all necessary job responsibilities are completed promptly. Noticing, interpreting, and anticipating others' concerns and feelings, and communicating this awareness empathetically to foster trust and collaborative relationships. Requirements include: Bachelor's Degree required. Active and valid FINRA Series 7 license required. Active and valid FINRA 66 license required (may consider a 120-day COE). Active and valid FINRA 9/10 required (may consider a 120-day COE). Minimum 5 years of financial services industry experience required. Preferred qualifications include: CFP designation preferred. Minimum of 3 year's supervisory/leadership experience preferred. Demonstrated passion for coaching and developing individual contributors. Working knowledge of investment advisory products and offers. Ability to collaborate with business partners and key stakeholders. Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics. What We Offer: We are committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our benefits package takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan. Paid time off for vacation, volunteering, and sabbatical leave. Paid parental leave and family building benefits. Tuition reimbursement. Health, dental, and vision insurance.