Team Manager

Directly manage a team of 20+ Virtual Engagement Associates supporting Financial Advisors through Digital Marketing or Financial Planning services Supervise VEAs, including managing training and development Monitor on-site performance, behavior, and general policy adherence Develop effective teams, provide consistent leadership, and assume accountability for results Ensure the team meets VEA standards of excellence, including client engagement metrics and activity logging Coach and develop team members to improve performance across all metrics Create performance improvement plans for underperforming VEAs as needed Support the VEA Recruiter in campus recruiting through candidate interviews and other recruiting efforts Conduct regular team meetings to share best practices and ideas Maintain understanding and knowledge across all VEA services and offerings Conduct performance reviews in partnership with the VEA Relationship Manager Promote organization, discipline, accountability, and a strong work ethic Requirements Bachelor’s degree or equivalent experience Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field SIE required before start date Series 7 and Series 66 required within 90 days from hire date / transfer-in date Series 24 or 9/10 encouraged Previous management experience required Excellent written, verbal, and presentation communication skills Exemplary organization and time-management skills Expert knowledge of PC, MS Office, and internet applications Ability to work independently; flexibility and attention to detail Authorized to work in the US without durational restrictions Successful completion of background check and pre-employment assessments Core Competencies Demonstrates strong leadership and management capabilities in overseeing a team of Virtual Engagement Associates, with a focus on performance improvement, client engagement metrics, and effective training. Holds relevant financial certifications and possesses extensive experience in finance or business-related fields. Highest-signal resume keywords Team Management Performance Improvement Financial Services Knowledge Communication Skills Recruitment Experience ATS Optimization Keywords Hard Skills Financial Planning Digital Marketing Performance Metrics Training and Development Client Engagement Performance Reviews Time Management Organization Skills Management Experience Business Development Soft Skills Leadership Coaching Accountability Flexibility Attention to Detail Certifications & Qualifications SIE Series 7 Series 66 Series 24 Series 9/10 Industry Keywords Finance Business Development Sales Management Recruiting Tools & Technologies PC MS Office Internet Applications #J-18808-Ljbffr