About The Position

The Advanced Branch Support (ABS) department within the Market & Practice Solutions Division is seeking a Team Leader to lead a team of Relationship Managers providing high-touch, differentiated support to the firm’s top branch teams. Relationship Managers serve as a critical connection to the home office, helping some of the firm’s largest and most complex practices navigate business needs and access solutions across the firm. The Team Leader plays a key role in guiding this team and ensuring they deliver the expertise, coordination, and support these practices need to successfully serve their clients.

Requirements

  • Series 7 required.
  • Minimum of 5 years of people leadership experience.
  • Demonstrated ability to develop and coach talent, with strong judgment and decision-making skills.
  • Strong written and verbal communication skills, with the ability to build relationships and influence stakeholders across business units and leadership levels.
  • Experience with program and change management, strategic thinking, and execution.
  • Ability to advocate for branch and client needs while navigating market, firm, and industry events.
  • Experience managing escalations, making risk-based decisions, and identifying opportunities to enhance processes and technology.
  • Ability to analyze data and trends to generate insights and inform business decisions.

Nice To Haves

  • Active Series 66
  • If not currently held, must obtain within 9 months of hire.
  • Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Responsibilities

  • Lead, coach, and develop Relationship Managers to deliver high-quality support to the firm’s top practices.
  • Build strong partnerships across the firm, advocate for evolving practice needs, and influence outcomes that enhance the branch experience.
  • Lead day-to-day operations, maintain performance standards, and use metrics, trends, and branch insights to drive team performance and identify opportunities for improvement.
  • Partner across business areas to advance process, technology, and service model enhancements that reduce branch effort, improve outcomes, and support the continued growth and scalability of ABS.

Benefits

  • medical and prescription drug
  • dental
  • vision
  • voluntary benefits (such as accident, hospital indemnity, and critical illness)
  • short- and long-term disability
  • basic life
  • basic AD&D coverage
  • 401k retirement plan
  • tax-advantaged accounts: health savings account, and flexible spending account
  • ten paid holidays
  • 15 days of vacation for new associates
  • sick time
  • personal days
  • a paid day for volunteerism
  • bonuses
  • profit sharing
  • Employee Assistance Program
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