Become a key player in wealth management as a Team Lead focused on client engagement and team empowerment. Drive comprehensive onboarding and training while fostering an inclusive team culture.
This role requires you to lead by example, maintaining a portfolio of clients while enhancing team performance through effective training and mentorship. You will be instrumental in championing process improvements and engaging across functional teams to elevate client service.
Key Responsibilities:
• Model best practices through client portfolio management
• Facilitate onboarding and training for new team members
• Conduct hands-on training sessions for technology usage
• Maintain regular check-ins and provide actionable feedback
• Advocate for process enhancements and tool adoption
Requirements:
• 5+ years in financial planning or related sectors
• Demonstrated leadership interest, mentorship experience
• Proficient with Salesforce and case management tools
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