Summary

Job Description

Position Roles/Responsibilities/Accountabilities

• Lead, supervise and support office staff to ensure operational efficiency and daily client service requests are met

• Train, coach and mentor support staff to foster professional growth and performance
• Prepare and manage weekly team meeting agendas
• Manage business pipeline from initiation to completion, ensuring timely execution
• Manage all advisors continuing education, computer based trainings, licensing requirements, including renewals and onboarding
• Manage and monitor documentation standards and disclosure requirements to ensure full regulatory compliance
• Oversee and maintain all office technology systems including computers, printers, internet connectivity and related equipment  
• Manage the office Social Media presence to enhance visibility
• Develop & manage the team’s marketing plan in conjunction with growth initiatives and business goals
• Handle complex client service requests to ensure high standard of client satisfaction and retention
• Coordinate and manage all aspects of Advisors’ “Quarterly call” activities including scheduling, content and follow-up
• Plan, coordinate and execute office events such as Economic Outlook presentations, team-building events, and community outreach (e.g. church events)

Position Qualifications

• 5+ years of experience in the investment or financial services industry
• 3+ years of management experience with a track record of team leadership
• Strong interpersonal and communication skills
• Proficiency with technology, and tools like Microsoft Office, Salesforce, Docusign, Outlook, Excel and PowerPoint required
• Proven ability to manage multiple priorities and maintain confidentiality
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork, Leadership, and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Shuttleworth Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.