Supervisor, Operations | Account Transfers Dept.

Willenborg Wealth Management

St. Petersburg, FL, US
Hybrid (3 days in-office, averaging 12 days per month)
Supervise account transfers team
Implement business plans and kpis
Ensure compliance with policies
Willenborg Wealth Management is seeking a Supervisor for their Account Transfers Department, emphasizing leadership, operational oversight, and process improvement. The role involves managing a team, ensuring compliance, and achieving performance targets while offering a hybrid work schedule for flexibility

Job Summary

  • This role provides daily direction and support to the Account Transfers team while implementing business plans and ensuring compliance.
  • The position requires a hybrid schedule with three days in-office per week at either St. Petersburg, FL or Memphis, TN.
  • Candidates must possess a broad 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 Department, emphasizing leadership, operational oversight, and process improvement. The role involves managing a team, ensuring compliance, and achieving performance targets while offering a hybrid work schedule for flexibility.

Skills & Requirements

Must-have

  • Supervise account transfers team
  • Implement business plans and KPIs
  • Ensure compliance with policies
  • Manage productivity and service levels
  • Lead process improvement initiatives

Nice-to-have

  • Passion for coaching and development
  • Strong people leadership skills
  • Collaboration with internal partners
  • Hybrid work environment flexibility

Key Requirements

  • SIE license required or obtainable within 120 days
  • Series 99 license required or obtainable within 120 days
  • Bachelor's degree in Accounting, Business Administration, or Finance
  • 3 to 6 years general experience
  • 13 months to 3 years manager experience

Work Rights

Not specified

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