Business Services Manager - Marlton, NJ

TD • Tampa, FL

2d • $30 - $48 • Onsite

About The Position

The Business Services Manager works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market. Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met. This role also ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes. The role also assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader.

Requirements

• A bachelor's degree with 2 years' experience or 5 years industry working knowledge.
• Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees.
• Optional Series 7, 63, 65 (or 66).
• Other licenses as required by manager.
• Organized with strong attention to detail.
• Ability to prioritize work tasks.
• Identify issues and trends and communicate possible solutions.
• Leadership capabilities.
• Conflict resolution capabilities.
• Ability to influence groups of employees at different levels.

Responsibilities

• Manage, support and execute all business administration and service functions within the market.
• Facilitate communication and training for local staff.
• Partner with the Risk team to ensure compliance standards are met.
• Ensure the appropriate onboarding of new colleagues.
• Work with centralized support staff for superior execution of processes.
• Assist in the management of sales reporting for field teams.
• Coordinate book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance.
• Assist in the coordination of assigned accounts for redistribution and customer retention during instances of LOAs, territories changes, attrition.
• Manage expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies.
• Manage and promote bank initiatives, projects and remediations.
• Manage and promote locally executed Marketing initiatives.
• Collaborate on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff.
• Manage service approvals, including escalations with centralized support staff.
• Act as liaison between the market and various bank departments.
• Manage day-to-day resolution of client service inquiries and concerns, in conjunction with the WML in special circumstances when escalated to the Market level.
• Administer other duties as assigned by the WML.
• Ensure compliance with Firm policies and procedures from an operations and service perspective, including labor and wage laws, OSHA and compliance with all labor related posters.

Benefits

• Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan)
• Health and well-being benefits
• Savings and retirement programs
• Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
• Banking benefits and discounts
• Career development
• Reward and recognition

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level