Job Description:

This job is responsible for supporting the Market Executive in driving out business strategy, directly managing financial advisors and yielding responsible growth through operational excellence and risk management. Key responsibilities include recruiting, retaining and developing talent, creating a strong sales and service culture, and coordinating across teams to deliver a seamless client and advisor experience. Job expectations include building collaborative relationships across the market and externally to grow market share.  

Responsibilities:

Skills:

Business Acumen              Coaching                               Decision Making   

Executive Presence           Recruiting                             Customer and Client focus

Inclusive Leadership         Relationship Building          Risk Management

Emotional Intelligence     Leadership Development   Performance Management

Process Effectiveness       Conflict Management         Drives Engagement

Required Qualifications:

•Minimum 8 years professional experience

Desired Qualifications:

•Series 7, Series 63 and 65 or 66, Series 9 and Series 10, and Series 31 or 3 is strongly preferred. Must be able to obtain within 120 days. 

•3 years direct or matrixed management experience preferred

•Strong leadership and communication skills with executive presence that garners attention and impact.

•Proven ability to lead people to perform through a poised, confident demeanor that commands respect and action.

•Agile learner with demonstrated resilience and ability to lead self and others through change.

•Experience influencing at scale, including associates outside of direct reporting line.

•Strong judgment and decision making, particularly on issues relating to risk management, talent, performance management, and problem resolution.

•Proven ability to manage multiple and sometimes competing priorities.

•Experience in unpredictable environments, including unplanned internal or external needs.

•Wealth management acumen, inclusive of product knowledge, regulatory and supervisory requirements, industry trends and firm-wide initiatives.

•Bachelor’s degree or equivalent work experience preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - 225 LIBERTY ST (NY3002)

Pay and benefits information

Pay range

$200,000.00 - $235,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.