The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Lead, coach, and develop a team of Onboarding Specialists, driving high: performance, new new assets and professional growth
Ensure all team goals are being met/exceeded, including gross deposits (COV),: agent productivity (opportunities worked) and limiting/addressing all Compliance infractions.
Oversee customer interactions from a team of Onboarding Specialists ensuring: compliance with all RegBI, telemarketing rules and internal policies.
Create a culture of high performance while reinforcing policies, supervisory: procedures, and regulatory standards
Partner cross-functionally with our customer facing partners, product,: compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience
Monitor and improve team performance through data, coaching, and process: optimization, identifying opportunities to scale impact efficiently
What they're looking for
- Ensure high-quality documentation and adherence to firm and regulatory: standards across all customer interactions
- Support escalation management and complex customer situations, providing guidance and oversight where needed
- Drive initiatives to increase customer engagement, including asset: consolidation, product adoption, and deeper relationship development
- Bring a strong customer-first mindset, fostering a culture of empathy,: clarity, and trust in all client interactions
