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, promotes a client-centric and risk-aware culture, and helps clients achieve their financial goals. The manager ensures operational excellence and cohesive execution. Responsibilities include developing talent and proactively sourcing candidates; managing client traffic and routing clients appropriately; driving client retention and a world-class client experience; managing business results through management routines and coaching; carrying out market-level initiatives; engaging employees on business strategy; and managing organizational priorities and execution. The role may also include direct associate-management responsibilities. Managers are expected to promote inclusion, use process knowledge and data to support continuous improvement, communicate business priorities clearly, identify and resolve risks, coach and develop team members, manage expenses, recruit and onboard talent, support career growth, and deliver business outcomes through effective team management. This is a 1st-shift role scheduled for 40 hours per week. The manager must be able to work weekends and/or extended hours and may be scheduled at any financial center within a reasonable distance. The position is based at the Harrison Financial Center in Harrison, New Jersey, and requires Spanish language skills, as indicated in the job title.

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 in clients' best interests.
  • Ability to collaborate effectively and build and nurture strong relationships.
  • Passion, commitment, and drive to improve clients' financial lives.
  • Confidence identifying client solutions based on needs; ability to resolve problems independently or involve others as appropriate.
  • 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.
  • Ability to manage time and capacity efficiently.
  • Ability to manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
  • Ability to interpret performance results, identify opportunities for success, and hold others accountable for results.
  • Ability to work weekends and/or extended hours, potentially at any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school qualification, or equivalent.
  • Spanish language skills, as specified in the job title.

Nice To Haves

  • One year of management experience, including hiring, coaching, and developing direct reports.
  • Experience in financial services and knowledge of financial services 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 effective execution.
  • Promote an inclusive team environment where members are treated fairly and respectfully.
  • Use process knowledge and data-driven decisions, and encourage simplicity and continuous improvement.
  • Communicate clearly and concisely to motivate employees and connect their contributions to business results.
  • Lead the identification, escalation, and resolution of potential risks.
  • Know and 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.
  • Help clients achieve their financial goals.
  • Work weekends and/or extended hours as needed, including possible scheduling at another financial center within a reasonable distance.

Benefits

  • Industry-leading benefits; the description does not specify individual benefit plans.
  • Access to paid time off.
  • Resources and support for employees.
  • Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business and/or group contributions, and overall company success.
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