About the role
- Develops talent, including proactive sourcing of candidates
- Manages client traffic, engaging and appropriately routing clients, and fostering client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Manages market-level initiative prescribed by market leaders
- Drives operational excellence by engaging employees on business strategy
Requirements
- 1+ years leadership experience demonstrated through one or a combination of the following: coaching, training, or motivating a diverse work team
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Applies strong critical thinking and problem-solving skills to meet clients’ needs.
- Efficiently manages your time and capacity.
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
- Can interpret performance results, find opportunities to drive success and hold others accountable to results.
- Can be flexible to work weekends and/or extended hours as needed.
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
leadershipcoachingtrainingmotivatingcollaborationrelationship buildingproblem-solvingcritical thinkingtime managementadaptability