The
Manager, Financial Consultants provides leadership to a team of financial consultants, ensuring effective execution of client engagement strategies and day-to-day activities. Responsible for managing team performance and supporting the implementation of business strategies and initiatives. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).
What You'll Do:Team Leadership & Execution- Lead and manage a team of financial consultants
- Provide coaching and support to drive consistent performance
Operational Management- Oversee daily workflows to ensure efficient execution of team activities
- Ensure accurate tracking and reporting of activities and outcomes
- Monitor performance and address gaps to improve team effectiveness and member outcomes
Initiative Support- Drive execution of business strategies and initiatives to support operational effectiveness and member growth and retention outcomes
- Collaborate with leadership and leverage guidance to support execution
- Identify opportunities to improve processes and workflows
Supervisory Responsibilities and/or Relationships- Responsible for full scope of supervision including reviewing performance of assigned staff.
What You'll Need:- 3+ years of relevant experience in financial services or client engagement roles
- Bachelor's degree or equivalent work experience required
- Experience managing teams or leading in a performance-driven environment
- Understanding of financial products and client service practices
- Ability to manage multiple priorities and execute operational and strategic initiatives
- Series 6 and 63 securities license or ability to get within 6 months
- Strong communication, organizational, and interpersonal skills
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