Senior Manager, Internal Sales & Service Support
$115,440–$136,240 year
On-siteGreenville, South Carolina, United States
Job Summary
Lead internal sales and service support teams across high net worth, institutional, and mass affluent channels to enable advisor delivery and ensure operational excellence. Manage people management accountabilities including hiring, performance reviews, and disciplinary actions while overseeing client onboarding, money movement, wires, and transactional processing. Partner with Wealth Market Presidents and cross-functional groups to standardize service models, optimize capacity planning, and drive sales revenue growth through centralized sales management. Establish consistent practices, train staff on new operational processes, and maintain a control environment ensuring adherence to FINRA, SEC, and firm policies. Coordinate client action plans in Salesforce and oversee escalations to mitigate operational and reputational risk across front, middle, and back office partners.
Required Qualifications
- Bachelor's degree
- Series 7, 63/65 or 66 and 24 licensed
- Minimum of 10 years business experience in a financial institution with an emphasis in operations or administration
- Must have supervisory experience
- Consultative sales experience
- Ability to obtain a valid and active Life & Health insurance license
- Must be eligible for employment under standards established by FINRA
- Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search
- Statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization
Desired Qualifications
- Minimum of 7 years businesses experience in retail brokerage and private wealth management with an emphasis in operations, supervision and administration
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