About this role

Lead and develop Financial Relationship Advisory team
Assess current financial portfolio and recommend changes
Identify and recommend opportunities and strategies for process improvement and risk control development
Develop and execute team business plan, productivity, leadership, individual development, skill development, action planning and objective setting
Lead the Financial Relationship Advisory team by making strategic decisions to resolve highly complex issues to meet high risk deliverables
Lead team by making strategic decisions for driving results related to productivity, new accounts, asset growth
Leverage interpretation of policies, procedures, and compliance requirements
Collaborate with and influence all levels of professionals, including senior leadership
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Relationship Advisory
Develop and guide a culture of talent development to meet business objectives and strategy

10+ years of Financial Relationship Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Senior Manager, Digital Growth Advisory – Wealth & Investment Management

Key skills