Manager of Relationship Management leading operations for the Advisor Relationship Model to enhance service experiences. Focus on team leadership and operational metrics for continuous improvement.
Responsibilities
Build, lead, and sustain high‑performing operations team supporting the Advisor Relationship Model (ARM).
Select, develop, coach, and retain team members, fostering accountability, engagement, and professional growth.
Provide ongoing coaching, performance feedback, and development planning aligned to ARM role expectations.
Promote a collaborative, service‑oriented culture focused on advisor experience and operational excellence.
Manage day‑to‑day operational execution supporting ARM roles
Oversee workload distribution, staffing levels, and capacity planning to ensure service levels and turnaround times are met.
Monitor operational performance, identify trends or gaps, and implement corrective actions to support ARM priorities.
Establish and track operational goals, priorities, and performance metrics aligned to advisor impact.
Analyze results, variances, and advisor feedback to drive continuous improvement.
Identify opportunities to streamline workflows, reduce friction, and improve advisor and field experience within operations.
Partner closely with leadership team and internal business units to support strategy and evolution.
Requirements
College degree or equivalent
5 years people leadership experience
Knowledge of financial products preferred
Demonstrated people-leader experience in operations, service delivery, or field-support environments
Strong communication/interpersonal skills with emphasis on customer service, conflict management, teamwork and coaching skills
Strong ability to manage complex workloads, staffing models, and performance metrics.
Proven change-leadership and collaboration skills, particularly in matrixed or transformation environments.
Demonstrated ability to maintain an external perspective of emerging management and operations trends
Experience leading teams through change
Knowledge of regulatory, compliance, and risk considerations within operations
Benefits
various bonuses (including, for example, annual or long-term incentives)
medical, dental, and vision insurance
health savings account
flexible spending account
401k
pension
life and accidental death and dismemberment insurance
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