Chartwell Investment Partners is seeking a Complex Business Coordinator in St. Petersburg, FL, to aid in strategic planning and client relationships within the financial services sector. The role emphasizes project management, problem-solving, and maintaining strong networking ties with both internal and external stakeholders
Job Summary
Assists with the execution of the strategic plan for overall growth of the Branch or Complex, focusing on expense control, revenue growth, and productivity improvement.
Supports the delivery of the client or prospect experience by maintaining administrative procedures and coordinating client requests, while also working with home office departments to streamline workflow.
Plays a key role in assisting with prospective advisors, providing consultation on the platform, maintaining a prospect database, and coordinating the transition and onboarding process for new affiliates.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Complex Business Coordinator in St. Petersburg, FL, to aid in strategic planning and client relationships within the financial services sector. The role emphasizes project management, problem-solving, and maintaining strong networking ties with both internal and external stakeholders.
Skills & Requirements
Must-have
Strategic plan execution
Expense monitoring and control
Revenue growth facilitation
Productivity improvement
Client experience delivery
Branch-home office workflow coordination
Prospect database maintenance
Advisor platform consultation
Nice-to-have
Networking relationships
Special project coordination
Practice management expertise
Team member continuing education
Key business partner relationships
Prospective advisor consultation
Payout analysis preparation
Recruiting process oversight
Key Requirements
Associates degree and five years' experience in financial services or related field
Bachelor's degree and two years' experience in financial services or related field
Equivalent combination of experience, education, and training