Executive Leader for Wealth Planning Services
2 weeks ago
Job Summary: We are seeking a highly motivated and experienced Executive Leader to lead our wealth planning services team.
Key Responsibilities:
* Provide strategic guidance and mentorship to team members to support their professional growth and development.
* Foster strong relationships with third-party partners to drive business growth and success.
* Oversee the performance management process and ensure the team meets performance targets.
* Develop and implement effective wealth planning processes and protocols to deliver exceptional client outcomes.
Requirements:
* Proven experience in leading high-performing teams and driving business growth.
* Strong understanding of wealth planning processes, products, and protocols.
* Excellent communication and interpersonal skills.
What We Offer:
* Competitive salary and benefits package.
* Opportunities for professional growth and advancement.
* Collaborative and dynamic work environment.
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