Advisor Support Team Lead
About The Position
The ASC Team Lead role is designed to enhance the efficiency, consistency, and scalability of the Advisor Support Team (AST) by providing on-team leadership that supports daily execution, training, and operational coordination. This individual will serve as a strategic partner to the ASC Manager, working collaboratively to drive execution, strengthen team performance, and ensure consistent delivery of key priorities. As AST responsibilities continue to expand, this role provides centralized oversight of workflows, strengthens service consistency, and ensures ownership of team initiatives and development efforts. The ASC Team Lead introduces structure and accountability to support a more efficient and scalable operating model.
Requirements
- 3+ years of ASC, client service, or related operational experience
- Strong performance record with service quality and accuracy
- Strong communication, organization, and problem-solving skills
- Ability to manage workflows and drive execution
- Proficiency in Salesforce and advisor support tools
Nice To Haves
- Experience mentoring or training peers preferred
- Series 7 license strongly preferred (or willingness to obtain)
- Series 63 license strongly preferred (or willingness to obtain)
Responsibilities
- Ensure timely, accurate, and high-quality handling of advisor inquiries and internal requests
- Lead onboarding and ongoing training (Salesforce and internal tools); coach team members to improve efficiency and reduce AHT
- Drive execution of key projects, initiatives, and process improvements
- Align team priorities, manage coverage, and maintain internal resources
- Act as a backup to the ASC Manager; support hiring, onboarding, and development
Benefits
- short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
