Adv & Mngd New Accts Team Lead

Chartwell Investment Partners

Memphis, TN, US
Remote
Advisory and managed products operations
Error correction and escalation handling
Process improvement and policy review
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration

Job Summary

  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
  • With limited supervision, uses experience or training to support various departmental operations.
  • At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Matching Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

Skills & Requirements

Must-have

  • Advisory and managed products operations
  • Error correction and escalation handling
  • Process improvement and policy review
  • Internal and external audit support
  • Financial industry knowledge

Nice-to-have

  • Mentoring colleagues
  • Calm under stress
  • Customer service excellence
  • Cross-functional collaboration
  • Motivating others without formal authority

Key Requirements

  • 7 to 12 months general experience
  • Obtain SIE and Series 99 within 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter