About The Position

The Financial Center Manager manages a financial center and its employees on a day-to-day basis. The role operates as a business owner, fosters a team environment, builds a client-centric and risk-aware culture, and helps clients achieve their financial goals. The manager is responsible for operational excellence and cohesive execution, including developing talent, managing client traffic and business results, creating a high-quality client experience, and executing market-level initiatives. The role may also include responsibility for managing associates. Managers at this level are expected to champion inclusion, use process knowledge and data-driven decisions, communicate clearly, manage risk and expenses, coach and develop people, recruit and support talent mobility, and deliver business outcomes through effective team management and routines. The role is based at the Blue Diamond Crossing Financial Center in Las Vegas, Nevada. The position is in-office, first shift, and scheduled for 40 hours per week. Weekend and/or extended-hours work may be required, including scheduling at another financial center within a reasonable distance.

Requirements

  • At least one year of leadership experience demonstrated through coaching, training, and/or motivating a work team.
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client's best interest.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to deliver experiences that improve clients' financial lives.
  • Confidence identifying client solutions based on needs, resolving problems independently, or involving others as needed.
  • Effective and confident communication skills and comfort engaging with all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong critical-thinking and problem-solving skills to meet client needs.
  • Ability to follow established processes and guidelines and comply with applicable laws and regulations.
  • Effective time and capacity management.
  • Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  • Ability to interpret performance results, identify opportunities to drive success, and hold others accountable for results.
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Nice To Haves

  • One year of management experience, including hiring, coaching, and developing direct reports.
  • Experience in financial services and knowledge of the financial services industry, products, and solutions.
  • Experience working in an environment with individual and team goals that were routinely met or exceeded.
  • Bilingual skills.

Responsibilities

  • Develop talent, including proactively sourcing candidates.
  • Manage client traffic by engaging and appropriately routing clients and fostering client retention.
  • Manage business results through formalized management routines and coaching.
  • Create a world-class client experience environment.
  • Manage market-level initiatives prescribed by market leaders.
  • Drive operational excellence by engaging employees on business strategy.
  • Manage organizational priorities and ensure effective execution.
  • Create an inclusive team where members are treated fairly and respectfully.
  • Demonstrate and expect process knowledge, data-driven decisions, simplicity, and continuous improvement.
  • Deliver clear, concise messages that motivate, explain the rationale, and connect contributions to business results.
  • Lead and encourage the identification, escalation, and resolution of potential risks.
  • Develop team members through coaching and feedback.
  • Manage expenses and demonstrate an owner's mindset.
  • Recruit, onboard, and develop talent, and support talent mobility for career growth.
  • Deliver results through effective team management, structure, and routines.

Benefits

  • Access to paid time off.
  • Industry-leading benefits and resources and support for employee well-being.
  • Eligibility for an annual discretionary incentive award based on individual performance and behaviors, line-of-business and/or group performance, and overall company success.
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