Adv & Mngd New Accts Team Lead

Willenborg Wealth Management

Memphis, TN, US
Remote
Advisory and managed products operations
Handle escalated issues and audits
Manage department workflow
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.
  • Handles account openings, strategy changes, and product terminations for advisory and managed products.
  • Serves as the main contact for escalated issues and internal/external audits.

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
  • Handle escalated issues and audits
  • Manage department workflow
  • Improve operational processes

Nice-to-have

  • Guide and mentor colleagues
  • Motivate others without formal authority
  • Balance attention to detail with big-picture thinking
  • Model customer service excellence

Key Requirements

  • 7 to 12 months General Experience
  • Obtain SIE and Series 99 within 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter