Sr Manager, Fixed Income Service (PL)
On-siteOrlando, Florida, United States
Job Summary
Lead a team supporting clients with fixed income education, guidance, trade facilitation, and complex service needs. Coach and develop team members through one-on-ones, team meetings, call reviews, and performance conversations while setting clear expectations and inspecting progress against service and risk outcomes. Guide execution across Fixed Income Sales, Trading, Operations, Risk, Supervision, Compliance, Product, and technology partners to ensure operational discipline and client-first culture. Reinforce procedures, documentation standards, and risk controls while helping the team address client conversations involving fixed income products, trading, portfolio needs, liquidity needs, time horizon, and risk tolerance.
Required Qualifications
- Ability to set expectations, guide execution, and create a high-performing, accountable, inclusive and client-first culture
- Proven ability to coach employees, support development planning, and build team capability
- Apply knowledge of fixed income markets, products, and solutions to support service outcomes
- Reinforce procedures, documentation standards, supervision expectations, and risk controls
- Ability to lead through change, align with partners, and translate strategy into practical team execution
- Active FINRA Series 7, 63 or 66, and 9/10 licenses
- Leadership experience in financial services, preferably fixed income, trading, service, wealth management, or a specialized client-facing environment
Desired Qualifications
- Bachelor's degree
- CFA, CFP, CIMA, or familiarity with Schwab BondSource, Salesforce, Bloomberg, FactSet, Nexidia, or related reporting and workflow tools
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