Lead a team of Financial Service Professionals supporting top tiered advisors at LPL Financial. Manage performance, coach staff, and enhance client experiences in a dynamic environment.
Responsibilities
Directly lead and guide a team of about 10 service professionals, establishing performance and career objectives, providing coaching, and fostering motivation and team engagement to achieve optimal results.
Coach individual team members in real-time, inclusive of coaching sessions after pain points identified or client escalation to further develop your team’s call management skills.
Support Service Professionals and clients through service escalations, as needed.
Use performance reports, including individual frontline metrics and various team metrics to better coach and develop your team, and manager performance as necessary.
Identify team performance trends and areas for improvement to enhance team efficiency and advocate for additional resources when necessary.
Identify, interview, and hire exceptional team members, ensuring thorough evaluation and strategic selection.
Execute administrative management responsibilities, including timecard approvals, reviewing time-off requests, and monitoring attendance.
Requirements
SIE and Series 7 required within 90 days
Minimum of 3 years as a team lead or manager of a team
Discover and craft a development plan filled with tasks and deliverables that are personalized to the employees growth strategy
Comfort with ambiguity with an ability to learn quickly and thrive in a complex, growth-oriented and dynamic environment
Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them
Foster a culture of engagement, diversity and inclusion
Constantly working on developing team members for succession planning.
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