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Senior Manager Planning Consultation

VirtualVocations
Springfield, Ohio, United States
Full-time

A company is looking for a Senior Manager, Planning Consultation to develop and oversee customer engagement strategies.Key ResponsibilitiesDrive team performance towards exceptional customer relationship results and planning referralsDevelop and implement strategies for business growth and process enhancementsCoach and lead a team while ensuring quality interactions and customer successRequired Qualifications, Training, and EducationBachelor's degree or equivalent combination of education and experience3-5 years of relevant industry leadership experienceFINRA S7, 63 & 24 registrations required within corporate-established timelinesFINRA fingerprinting requiredUnderstanding of the financial planning process and engagement points

1 day ago
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