Group Director

Job description

POSITION SUMMARY: Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model. DUTIES and RESPONSIBILITIES: - Cultivating relationships with business partners and colleagues internally and externally - Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience - Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups - At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or f...