What you will do

• Lead and manage a team of approximately 20 Roll-In Retirement Consultant to ensure adherence to department policies and winning metrics
• Manage referral generation and asset retention
• Perform call reviews and manage QA trends
• Facilitate timely resolution of customer escalations
• Collaborate with business partners to ensure seamless scheduling of associates and business operations
• Lead strategic operational, workflow and product enhancements
• Ensure compliance and strict adherence to policies and procedures
• Perform registered principal supervisory controls of registered representatives including but not limited to participant correspondence and practices
• Perform duties inherent in a managerial position

What you will bring

• Bachelor's degree in Business or related field preferred
• With no degree, a minimum four years of directly relat...