Team Leader, Central Relationship Managers -Denver, CO
About The Position
As a Team Leader, Central Relationship Managers (C-RMs), you will lead a team of C-RMs who’s role is to engage with current and potential wealth management clients via a diverse set of communications channels (phone, email, text) to deepen relationships and set appointments on behalf of Wealth Management Team (WMT) partners. As a Team Leader, you will be responsible for fostering a culture of trust with C-RM Associates to empower their success within the C-RM role and support their development for future career advancement opportunities. In addition, you will serve as the C-RM leader liaison within geographically aligned Wealth markets. In this capacity, you will work with other WMT function leaders to foster best practices and drive consistency in our standards of care for clients and Associates.
Requirements
- Minimum of 5 years related experience with understanding of client service, operations, and business processes.
- Bachelor’s degree preferred
- Series 63, 7, 9, 10 licenses required prior to hire
- Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
- Your ability to effectively coach others, helping build critical skills that allows them to achieve their full potential
- Your ability to help build a C-RM talent pipeline and support the hiring and onboarding of new C-RMs
- Your relationship expertise, leading with empathy and enhancing team cohesion
- Your knowledge of financial products, guidance, and solutions
- Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
- Your experience with regulatory and compliance practices and rules
- Proven ability to drive business results and solve complex problems
- Cross-functional business acumen and ability to integrate multiple goals and priorities
- Curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement.
- Demonstrated strength in managing change, including communications that foster desired culture and outcomes.
Responsibilities
- Coaching and developing a team of associates to deliver an outstanding experience to our clients
- Enabling your team to drive client engagement with Wealth Management Teams (WMT)
- Contributing and influencing a collaborative, competitive, and inspiring team culture
- Partnering with associates to build personalized plans that support their development towards career goals
- Ability to inspire associates to deliver their best
Benefits
- Stable base salary
- Recognition of associate achievements
- Excellent benefits
- Competitive total rewards package
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
