About The Position

The Advanced Branch Support (ABS) department within the Market & Practice Solutions Division is seeking a Team Leader to lead Relationship Managers who provide high-touch, differentiated support to the firm’s top branch teams. Relationship Managers connect these practices with the home office and help some of the firm’s largest and most complex practices navigate business needs and access solutions across the firm. The Team Leader guides the team and ensures it delivers the expertise, coordination, and support practices need to serve their clients successfully. The role leads day-to-day operations, maintains performance standards, and uses metrics, trends, and branch insights to drive performance and identify improvement opportunities. It also builds partnerships across the firm and works with other business areas on process, technology, and service-model enhancements that reduce branch effort, improve outcomes, and support ABS’s continued growth and scalability. Candidates who live within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

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, it must be obtained within 9 months of hire.

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 coverage
  • Dental coverage
  • Vision coverage
  • Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage at no cost to associates
  • Basic life and basic AD&D coverage at no cost to associates
  • 401(k) retirement plan
  • Health savings account
  • Flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time
  • Personal days
  • Paid day for volunteerism
  • Associates may be eligible for bonuses and profit sharing
  • Employee Assistance Program
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