The Team Lead - Operations provides day-to-day work direction and leadership for direct reports, supporting customer-focused service for advisors, clients, and relationship partners. The role develops and motivates the team, leads process improvements, and helps ensure a high level of customer service. It may also support customer service initiatives and business-driven projects that improve team performance and operational effectiveness. This position requires working in the office at least four days per week, with flexibility to work from home one day per week. Some roles may have additional or different in-office requirements, which will be discussed during the hiring process. Applicants must have valid U.S. work authorization that does not now or in the future require visa sponsorship.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED