Business Service Officer
$85,000–$85,000 year
On-siteMcLean, Virginia, United States or Frederick, Maryland, United States
Job Summary
Lead the Branch in executing strategic priorities by influencing behavioral change, coaching Support and Service Professionals, and managing their coverage for Financial Advisors. Supervise a team of Support Professionals, facilitate interviewing and onboarding, and conduct regular one-on-one meetings for coaching and career development. Partner with Market Sales, Risk, and Human Resources on performance reviews, conflict resolution, and cross-training initiatives. Manage travel and entertainment budgets, facilitate client inquiry resolution, and implement process improvements to drive team productivity. Identify recognition opportunities and champion diversity and inclusion within the branch culture.
Required Qualifications
- Bachelor's degree
- Previous industry experience
- Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Other licenses as required for the role or by management
- Effective written and verbal communication skills
- Strong attention to detail
- Ability to prioritize and resolve complex needs and escalate as necessary
- Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
- Evidence of strong leadership and talent development capabilities
- Previous supervisory experience
- Exceptional organizational and time management skills
- Exceptional conflict resolution skills
- Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
- Knowledge of Firm's Risk & Compliance policies
- Ability to think strategically
Desired Qualifications
- Previous supervisory experience preferred
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