Willenborg Wealth Management is seeking a Supervisor for their Account Transfers team, responsible for managing operations, enhancing performance, and ensuring compliance. The position offers a hybrid work schedule, providing flexibility between remote work and in-office collaboration in St. Petersburg, FL, or Memphis, TN
Job Summary
Supervise the Account Transfers team within Operations, providing daily direction and support.
Manage productivity and service levels, lead process improvement initiatives, and collaborate with internal and external partners to resolve issues.
This role requires a strong understanding of operational functions and a passion for coaching, development, and performance management.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Supervisor for their Account Transfers team, responsible for managing operations, enhancing performance, and ensuring compliance. The position offers a hybrid work schedule, providing flexibility between remote work and in-office collaboration in St. Petersburg, FL, or Memphis, TN.