10 дней назад
VP, Service Center
109 283 - 182 207$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Service Center (Financial Services): Leading high-volume advisor service operations in Tempe, Arizona, supporting Financial Advisors and office staff with an accent on operational performance, service quality, and people leadership. Focus on managing more than 100 Financial Service Professionals through AVPs and Managers, improving transactional support, using operational data, and leading service transformation.
Location: Tempe, Arizona, United States; onsite service center leadership role
Salary: $109,283–$182,207 per year
Company
is a U.S. wealth management firm providing advisor affiliation models, investment solutions, fintech tools, and practice management services to financial advisors and institutions.
What you will do
- Lead Core Service execution, priorities, operating expectations, and measurable outcomes for advisor service.
- Manage and develop AVPs, Managers, and more than 100 Financial Service Professionals.
- Oversee transactional support including money movement, new accounts, account transfers, and related advisor service needs.
- Use service-level, call-center, quality, productivity, and client experience data to improve performance.
- Partner with Client Success, Workforce Management, Product, Technology, Learning and Development, and other enterprise teams.
- Lead process redesign, technology enablement, workforce capability development, and adoption of new operating practices.
Requirements
- 10+ years of contact center experience, preferably in financial services.
- Experience leading high-volume service organizations supporting financial advisors, wealth management professionals, or sophisticated client segments.
- At least 5 years of people leadership experience, including leading leaders and developing high-performing teams.
- FINRA Series 7 and Series 24 required.
- Experience using data, operating routines, and continuous improvement practices to drive measurable outcomes.
- Executive communication, relationship-building, and problem-solving skills; a bachelor's degree is preferred.
Culture & Benefits
- Collaborative, team-oriented environment focused on integrity, client success, inclusion, accountability, and continuous improvement.
- 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
- Leadership role with responsibility for employee engagement, talent development, and culture.
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