Affluent Market Team Leader - Centralized

Mcetbhb

Buffalo, New York, United States of America
$89,600.00 - $149,300.00 annual (usd); not specifi...
Leadership and guidance
Sales practice adoption
Customer success and growth
Manages a team of centralized Financial Advisors providing an advice-based approach to financial solutions for smaller, less complex, and/or out of footprint accounts

Job Summary

  • Manages a team of centralized Financial Advisors providing an advice-based approach to financial solutions for smaller, less complex, and/or out of footprint accounts.
  • Provides leadership, guidance, and training to the sales team, fostering a motivating environment and ensuring strong adoption of sales practices.
  • Drives customer success and business growth for the team, ensuring adherence to financial planning, suitability, and client service standards while minimizing risk.

Matching Summary

Manages a team of centralized Financial Advisors providing an advice-based approach to financial solutions for smaller, less complex, and/or out of footprint accounts.

Salary

$89,600.00 - $149,300.00 Annual (USD); Not specified; Not specified

Skills & Requirements

Must-have

  • Leadership and guidance
  • Sales practice adoption
  • Customer success and growth
  • Operational objectives
  • Risk and regulatory standards

Nice-to-have

  • Motivating environment
  • Culture of belonging
  • Process innovation

Key Requirements

  • Bachelor's degree or 11 years higher education/work experience
  • 7 years sales environment experience
  • 2 years managerial/supervisory experience
  • FINRA Series 7, 63, 24, 65 Licenses
  • New York State Life/Accident and Health Insurance license

Work Rights

Not specified

Tailored Resume

Cover Letter