The Group Director is a senior level position that serves as lead administrator with a focus on administrative functions of the team including client service, managing staff, overseeing team coordination, marketing, etc. The Group Director will also coordinate and assign work to the support staff functions of the group.
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Engages in team oversight responsibilities such as interviewing candidates for hire, training team members, regulating group workflow and workload and offering input on staff performance
Allocates work among a team of three or more full-time employees
Oversees the development and implementation of strategies to execute the business plan to achieve desired results, which may include performance tracking and managing the support staff’s monthly compensation
Leads team to establishand cultivate relationships with new and existing clients and proactively helps to resolve issues and concerns
Focuses strategically on client business development
Independently develops procedures for solving client concerns (logistical, administrative, etc.) and follows through on resolution of client service projects and operational issues
Serves as client contact for administrative problem resolution and fielding general client questions on a spectrum of topics
Reviews all outgoing correspondence and reports for accuracy
Serves as the escalation point for all team related matters
QUALIFICATIONS
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
College degree or professional certification required
10 or more years of relevant work experience in the financial services industry
Active Series 7, 63 and 65 or 66 (as required by individual states)
Additional product licenses may be required
Knowledge/Skills
Financial industry and product knowledge
Knowledge of applicable compliance rules and regulations
Proficient in applicable software applications
Ability to interact andcommunicate effectively with colleagues and clients
Excellent written and verbal communication skills
Evidence of strong leadership skills or previous supervisory experience
REPORTS TO:
Complex Business Service Officer and a dotted line to the Business Service Manager
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