
Financial Advice Leader
6 days ago
We seek a dynamic and experienced leader to lead a team of professionals in delivering quality, compliant advice to our members.
Key Responsibilities- Lead and motivate a team of advice professionals to deliver high-quality advice.
- Drive performance and capability development to meet current and future business needs.
- Champion member outcomes through coaching, engagement, and continuous improvement.
- Ensure compliance with regulatory requirements.
- Manage escalations, complaints, and complex requests.
- Proven leadership, people management, and coaching experience.
- Relevant education and training standards.
- Experience in identifying and delivering operational efficiencies and developing strategies.
- Excellent analytical, written, and communication skills.
Our organization has 2.4 million members and over $330 billion in assets. We are committed to helping our members achieve their financial goals and face the future with confidence.
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