Business Services Manager

Works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market. Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met. Ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes. Assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader. Follows direction from WMLs and in conjunction with Shared Services, executes book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance. Assists in the coordination of assigned accounts for redistribution and customer retention, during instances of LOAs, territories changes, attrition. Expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies. Manages and promotes bank initiatives, projects and remediations. Collaborates with their market on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff. Manages service approvals, including escalations with the centralized support staff. Acts as liaison between the market and various bank departments as necessary. Administers other duties as assigned by the WML. Ensures compliance with Firm policies and procedures from an operations and service perspective/including labor and wage laws, OSHA and compliance with all labor related posters. Requirements A bachelor's degree with 2 years' experience or 5 years industry working knowledge Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees Optional Series 7, 63, 65 (or 66) Organized with strong attention to detail Ability to prioritize work tasks Identify issues and trends and communicate possible solutions Leadership capabilities Conflict resolution capabilities Ability to influence groups of employees at different levels Core Competencies Demonstrates strong organizational and leadership capabilities in managing business administration and service functions within the wealth management sector, ensuring compliance with industry standards and effective communication across teams. Highest-signal resume keywords Bachelor's Degree Sales Reporting Management Compliance Standards Conflict Resolution Expense Management ATS Optimization Keywords Hard Skills Business Administration Sales Support Budget Tracking Onboarding Processes Customer Retention Strategies Soft Skills Attention to Detail Prioritization Communication Influencing Skills Leadership Certifications & Qualifications Series 7 Series 63 Series 65 Series 66 Industry Keywords Wealth Management Licensed Functions Operational Support Labor Laws OSHA Compliance #J-18808-Ljbffr