Advisor Services Team Leader
Phoenixhybrid$75K – $85K
Posted today · via Workday
About this role
Job Description: The Advisor Services Team Leader oversees a team of Advisor Services Specialist who provide real-time support to Financial Advisors including new client and account set-up procedures and account change request support. The Team Leader will also be responsible for fostering a learning organization and a performance-based culture while building, energizing, and developing strong organizational talent and displaying a disciplined approach to metrics, scorecards, and performance-based coaching We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.…
Read the full description on Asset Mark Financial Holdings's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
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3
Domain experience
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4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Phoenix. We weight your proximity and willingness to relocate.
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