Team Leader, Central Relationship Managers -Salt Lake City, UT

As a Team Leader, Central Relationship Managers (C-RMs), you will lead a team of C-RMs who’s role is to engage with current and potential wealth management clients via a diverse set of communications channels (phone, email, text) to deepen relationships and set appointments on behalf of Wealth Management Team (WMT) partners. As a Team Leader, you will be responsible for fostering a culture of trust with C-RM Associates to empower their success within the C-RM role and support their development for future career advancement opportunities. In addition, you will serve as the C-RM leader liaison within geographically aligned Wealth markets. In this capacity, you will work with other WMT function leaders to foster best practices and drive consistency in our standards of care for clients and Associates.

Responsibilities

Lead a team of Central Relationship Managers (C-RMs) to engage with wealth management clients via phone, email, and text; Foster a culture of trust with C-RM Associates to empower their success and support their development; Serve as C-RM leader liaison within geographically aligned Wealth markets; Work with WMT function leaders to foster best practices and drive consistency; Coach and develop a team of associates to deliver outstanding client experience; Enable team to drive client engagement with Wealth Management Teams; Contribute to and influence a collaborative, competitive, and inspiring team culture; Partner with associates to build personalized development plans; Inspire associates to deliver their best

Requirements

Proven ability to drive business results and solve complex problems; Cross-functional business acumen and ability to integrate multiple goals and priorities; Curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement; Demonstrated strength in managing change, including communications that foster desired culture and outcomes; Minimum of 5 years related experience with understanding of client service, operations, and business processes; Series 63, 7, 9, 10 licenses required prior to hire; Outstanding mentoring and leadership skills and ability to empower associates to grow and develop; Ability to effectively coach others and help build critical skills; Ability to help build a C-RM talent pipeline and support hiring and onboarding of new C-RMs; Relationship expertise, leading with empathy and enhancing team cohesion; Knowledge of financial products, guidance, and solutions; Ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward; Experience with regulatory and compliance practices and rules

Nice to have

Bachelor’s degree preferred

Benefits

Holistic benefit programs for associates and loved ones; Support of a well-rounded team of professionals; Unlimited access to resources, technology and tools; Top compensation package including stable base salary; Recognition of associate achievements; Excellent benefits; Competitive total rewards package