Team Lead, Wealth Management

IEQ Capital•Los Angeles, CA

7d•Hybrid

About The Position

The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities. The TL is critical to supporting the client-facing team in strategic planning, communication management, and overall team organization. The TL will work in conjunction with the Team Manager to manage the entire coverage team. Team Leads enhance and manage scaling of individual and teamwide capabilities, with direct reports including team members at the Associate and Senior Associate levels. Team Leads actively train, educate, and engage with junior team members to promote growth and career advancement, specifically on client service and relationship management and investment knowledge. Team Leads work closely with their client-service teams to manage important elements of day-to-day responsibilities and ensure tasks are prioritized accordingly. This involvement enables proper identification of opportunities for improvement and development and mitigates risks and potential issues. Team Leads will tactically reassign projects or tasks between members of their team to meet deadlines as needed.

Requirements

3-5 years of wealth management experience
Exceptional organizational skills, attention to detail
Exceptional written and verbal communications skills
Ability to think critically, anticipate issues and prioritize multiple projects
Familiarity with operational aspects of business (new account openings, disbursements, etc.)
Exceptional relationship building skills both inside and outside of the organization
Ability to work in a fast paced, high-volume, high-pressure environment
Bachelor’s degree is required

Nice To Haves

Experience with Salesforce is a plus
Experience with Fidelity Investments is a plus
“No task is too small” mentality

Responsibilities

Managing day-to-day team operations, ensuring tasks and projects are appropriately prioritized and executed in a timely manner
Help with resource planning, workflow management, and prioritization of teamwide initiatives
Identifying opportunities for process improvement and operational efficiency
Work with internal teams to promote and launch firmwide initiatives
Assigning projects or responsibilities as needed to meet deadlines, balance workloads, and address evolving business needs
Interacting with Associates and Senior Associates to support all aspects of client servicing needs: Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews
Management and training of junior team members to promote individual and team growth
Management of associates and senior associates on the HR side: Approving time off, leading mid-year and year-end reviews, hiring and interviewing new team members