The role supports the execution of a strategic plan to monitor expenses, facilitate revenue growth, and improve productivity within the branch or complex
Job Summary
The role supports the execution of a strategic plan to monitor expenses, facilitate revenue growth, and improve productivity within the branch or complex.
Candidates will coordinate with home office departments to manage workflows and assist in planning special projects that generate a return on investment.
The position requires maintaining strong relationships with key business partners and assisting with the recruiting and onboarding of prospective advisors.
Matching Summary
The role supports the execution of a strategic plan to monitor expenses, facilitate revenue growth, and improve productivity within the branch or complex.
Skills & Requirements
Must-have
Five years financial services experience
Bachelor's degree in Business or Finance
Client relationship management skills
Branch workflow coordination expertise
Prospect database maintenance
Nice-to-have
Strong networking abilities
Project management for events
Practice management tool proficiency
Team education and development
Internal transfer process oversight
Key Requirements
Associates degree plus five years experience OR Bachelor's degree plus two years experience
Experience in financial services industry or related field