Related skills
salesforce team leadership workflow management finra series 63 finra series 6📋 Description
- Oversee Direct Business Operations daily workflow and SLA attainment.
- Coach and mentor frontline team members; set priorities and standards.
- Run daily/weekly team huddles; communicate updates and expectations.
- Approve escalated transactions; ensure accuracy and compliance.
- Align team with Director on processes and strategic goals.
🎯 Requirements
- 7+ years in financial services operations (direct business/broker-dealer).
- FINRA Series 6 & 63 licensed.
- Demonstrated leadership; mentoring/coaching.
- Knowledge of direct business carriers and account setup.
- Excellent organizational and time management.
- Proficient in Salesforce or similar workflow tools.
- Strong communication; manage priorities across offices.
🎁 Benefits
- Medical, dental, and vision insurance.
- Healthcare savings accounts (HSA) and FSAs.
- Generous 401(k) and paid time off.
- Equity Purchase Program option.
- Flexible work arrangements.
- Opportunities for career growth.
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