Manager, Financial Consultants

GuideStone Financial Resources•Dallas, TX

7d•Hybrid

About The Position

The Manager, Financial Consultants provides leadership to a team of financial consultants, ensuring effective execution of client engagement strategies and day-to-day activities. Responsible for managing team performance and supporting the implementation of business strategies and initiatives. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).

Requirements

3+ years of relevant experience in financial services or client engagement roles
Bachelor’s degree or equivalent work experience required
Experience managing teams or leading in a performance-driven environment
Understanding of financial products and client service practices
Ability to manage multiple priorities and execute operational and strategic initiatives
Series 6 and 63 securities license or ability to get within 6 months
Strong communication, organizational, and interpersonal skills

Responsibilities

Lead and manage a team of financial consultants
Provide coaching and support to drive consistent performance
Oversee daily workflows to ensure efficient execution of team activities
Ensure accurate tracking and reporting of activities and outcomes
Monitor performance and address gaps to improve team effectiveness and member outcomes
Drive execution of business strategies and initiatives to support operational effectiveness and member growth and retention outcomes
Collaborate with leadership and leverage guidance to support execution
Identify opportunities to improve processes and workflows
Responsible for full scope of supervision including reviewing performance of assigned staff.