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, establishes a client-centric and risk-aware culture, and helps clients achieve their financial goals. The manager is responsible for operational excellence and cohesive execution. The position develops talent, manages client traffic and business results, creates a high-quality client experience, executes market-level initiatives, and leads employees in carrying out business strategy and organizational priorities. Managers also champion inclusion, use data and process knowledge to improve performance, communicate enterprise priorities, manage risk and expenses, coach and develop employees, recruit and support career growth, and deliver business results through effective team management.

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 improve clients' financial lives.
  • Confidence identifying solutions based on client needs and resolving problems independently or involving 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.
  • 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.
  • Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
  • High school diploma, GED, secondary school, or equivalent.

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 foster 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.
  • Promote process knowledge, data-driven decisions, simplicity, and continuous improvement.
  • Deliver clear messages that motivate teammates, explain the reasons behind priorities, 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 career growth through talent mobility.
  • Deliver results through effective team management, structure, and routines.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
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