We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.
What We Offer You!We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.
The Manager, Financial Consultants provides leadership to a team of financial consultants, ensuring effective execution of client engagement strategies and day-to-day activities. Responsible for managing team performance and supporting the implementation of business strategies and initiatives. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72).
What You'll Do:
Team Leadership & Execution
Lead and manage a team of financial consultants
Provide coaching and support to drive consistent performance
Operational Management
Oversee daily workflows to ensure efficient execution of team activities
Ensure accurate tracking and reporting of activities and outcomes
Monitor performance and address gaps to improve team effectiveness and member outcomes
Initiative Support
Drive execution of business strategies and initiatives to support operational effectiveness and member growth and retention outcomes
Collaborate with leadership and leverage guidance to support execution
Identify opportunities to improve processes and workflows
Supervisory Responsibilities and/or Relationships
Responsible for full scope of supervision including reviewing performance of assigned staff.
What You'll Need:
3+ years of relevant experience in financial services or client engagement roles
Bachelor’s degree or equivalent work experience required
Experience managing teams or leading in a performance-driven environment
Understanding of financial products and client service practices
Ability to manage multiple priorities and execute operational and strategic initiatives
Series 6 and 63 securities license or ability to get within 6 months
Strong communication, organizational, and interpersonal skills
#LI-Hybrid
#LI-HM1
Skills Required
- 3+ years of relevant experience in financial services or client engagement roles
- Bachelor's degree or equivalent work experience
- Experience managing teams or leading in a performance-driven environment
- Understanding of financial products and client service practices
- Ability to manage multiple priorities and execute operational and strategic initiatives
- Series 6 and 63 securities license or ability to obtain within 6 months
- Strong communication, organizational, and interpersonal skills
