Senior New Business Team Leader

Job Title: Senior New Business Team Leader, Location: Charlotte (Hybrid – in-office 3+ days/week), Join a Fast-Paced, High-Impact Team Driving Excellence in Wealth Management, Lead and develop up to 10 New Business Case Managers on the New Business Team, Create a positive, fun, engaging and rewarding team environment, Lead day-to-day operations and ensure service level agreements are consistently met or exceeded, Champion advisor and client-centric service delivery, and more.

Requirements

• 4+ years in a fast-paced case management or financial services operations role
• 1-3 years of leadership experience in a service and/or operations role
• Associate or bachelor’s degree
• FINRA licenses (SIE, Series 6 or 7, 65) - not required, but preferred

Benefits

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule