Financial Center Manager - Prescott Valley

About the role

This job is responsible for managing a financial center and its employees on a day-to-day basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve their financial goals.

Responsibilities

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world-class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data-driven decisions, simplicity, and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why," and connect contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation, and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, onboards, and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications

• Minimum of one year of leadership experience demonstrated through one or a combination of the following: coaching, training, and/or motivating a work team.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
• Communicates effectively and confidently and is comfortable engaging all clients.
• The ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Efficiently manages time and capacity.
• Can manage complexity, prioritize tasks, delegate, and execute in a fast-paced environment.
• Interprets performance results, finds opportunities to drive success, and holds others accountable to results.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Desired Qualifications

• One year of management experience including hiring, coaching, and developing direct reports.
• Experience in financial services and knowledge of financial services industry, products, and solutions.
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded.
• Bilingual skills.