Team Leader for Wealth Solutions Associates

4 weeks ago

London, Greater London, United Kingdom Fisher Investments Full time
Job Summary

The Team Leader for Wealth Solutions Associates will oversee a team of Wealth Solutions Associates, providing internal sales support to Insurance Intermediary Representatives during the Prospect phase and operational support during the Non-Trading phase. The Team Leader will evaluate team performance through various metrics and qualitative efforts, leading ongoing team meetings, developing individuals, and driving team results.

Key Responsibilities
  1. Participate in the hiring, evaluation, promotion, and termination of Wealth Solutions Associates
  2. Oversee training for new Wealth Solutions Associates and ensure team members are knowledgeable about Assurance Vie financial institutions, procedures, account structures, and transfers
  3. Organize the structure of the Wealth Solutions Associates team to meet and exceed the servicing requirements of Insurance Intermediary Representatives
  4. Manage daily escalations and oversee the elevation processes
  5. Collaborate with Wealth Solutions Associates, Insurance Intermediary Representatives, Investment Counsellors, custodians, clients, and other related parties to efficiently set up and transfer new accounts and effectively service and maintain existing accounts
  6. Ensure collaboration between Wealth Solutions Associates and all clients and other Wealth Solutions team members
  7. Review work completed by Wealth Solutions Associates to ensure accuracy, efficiency, and compliance
  8. Build an effective team, delegating tasks and assigning projects to team members
  9. Collaborate with other teams and act as a resource for issues affecting other departments such as Finance and Compliance
  10. Manage insurance companies and other third-party relationships
  11. Create, develop, and implement efficiencies and automation in all sales and new account processes
  12. Develop and implement procedures for Wealth Solutions Associates
  13. Actively work toward developing the efficiency of the department
Requirements
  1. A University degree or equivalent combination of education/experience
  2. Knowledgeable about French Assurance Vie account structures, transfers, financial institutions, and procedures
  3. Experience with Microsoft programs, Salesforce, SuitabilityWizard, and PowerBI
  4. Experience staying organized and managing time, communicating with various levels of management, and with different departments
  5. Experience in mentorship, training new hires, and leading projects/initiatives
About Fisher Investments Europe

Fisher Investments Europe is a global organization that puts clients first, providing unmatched service and taking a personalized approach to investing. We align with our clients' best interests by using a simple and transparent fee structure and recognized European custodians.

We offer an array of benefits to help our employees meet their long-term goals, including:

  1. 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents
  2. 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  3. Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees
  4. $10,000* fertility, hormonal health, and family-forming benefit
  5. A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  6. Gym subsidy of up to £50 per month
  7. Employee Assistance Program and other emotional wellbeing services
  8. A collaborative working environment that practices ongoing training, educational support, and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

Fisher Investments Europe is an equal opportunity employer.

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