Internal Sales & Service Support Leader, Us Wealth
TD
Greenville, South Carolina, United States
Base: $115,440 - $173,160 usd; bonus/equity: not s...
Finra registered employee supervision
Salesforce training and management
Client service and sales team leadership
The Wealth Internal Sales and Service Support Leader is responsible for managing FINRA registered Client Service Supervisors and centralized sales representatives while ensuring compliance with regulatory requirements
Job Summary
The Wealth Internal Sales and Service Support Leader is responsible for managing FINRA registered Client Service Supervisors and centralized sales representatives while ensuring compliance with regulatory requirements.
This role collaborates with multiple departments to train employees, implement best practices, and drive growth through strategic initiatives and process improvements.
TD offers a comprehensive Total Rewards package including competitive base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
Matching Summary
The Wealth Internal Sales and Service Support Leader is responsible for managing FINRA registered Client Service Supervisors and centralized sales representatives while ensuring compliance with regulatory requirements.
Salary
Base: $115,440 - $173,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development
Skills & Requirements
Must-have
FINRA registered employee supervision
Salesforce training and management
Client service and sales team leadership
Compliance with FINRA/SEC regulations
Operational process improvement
People management and development
Nice-to-have
Consultative sales experience
Cross-department collaboration
Training and onboarding program development
Risk management and escalation handling
Strategic initiative support
Key Requirements
Bachelor's degree required
Series 7, 63/65 or 66 and 24 licenses
Minimum 7 years financial institution experience
Supervisory experience required
Life & Health insurance license required
Consultative sales experience
Must meet FINRA employment eligibility
Work Rights
Must be eligible for employment under FINRA standards