Posting Date

Responsibilities and duties

  • Oversee training and development of new and existing client service professionals, ensuring the necessary competencies required to perform their job effectively and efficiently.
  • In conjunction with advisors and training and support supervisor, ensure necessary broker-dealer compliance standards are being met.
  • Create and align career path for client service professionals. Emphasis on matching licensing education and compliance needs with required tasks and responsibilities.
  • Develop workflows to maintain an excellent standard of service. Work closely with training and support supervisor to consistently implement workflows throughout all offices in the Central Penn core market.
  • Compile and analyze monthly report packet to be used by directors during advisor reviews. Items to include: activity spreadsheet, advisor recommendation forms, CRM and Tableau metrics, and other items as requested.
  • Work closely with locally-based corporate headquarters employee to assure all office services, facilities and IT systems are in working order.
  • Assist managing director with annual budgeting activities specific to areas of responsibility.
  • Move comfortably between both big-picture analysis and hands-on detail-oriented task management. 
  • Manage project timelines and processes, regularly prioritizing and monitoring workflow.
  • Serve on both the local steering committee and as an active participate on the Central Penn leadership team.
  • Other duties as assigned.

Qualifications

Education

Undergraduate degree or equivalent experience.

Experience

Proven leadership experience (preferably in delivery of financial services).

Skills and abilities

  • Has demonstrated an ability to build and lead cross-functional teams to accomplish common goals.
  • Commitment to the values, beliefs and mission of Everence.
  • Member/customer service focus.
  • Excellent relationship building skills.
  • Strong writing and verbal communication skills.
  • Willingness to travel on a regional and national basis (national travel would traditionally only be one to two times per year).
  • Hands-on detail-oriented leader.
  • High attention to detail and passion for the art of project management-oriented activities.
  • Ability to inspire teams to a high level of quality and performance.
  • Enthusiasm, positive energy and ability to maintain grace and a sense of humor under pressure.
  • Take initiative, organize diverse tasks, work independently, and integrate and pursue corporate strategy.
  • Effectively lead and participate in cross-functional teams.
  • Personal attributes that include creative problem solving, analytic skills and flexibility, customer service, interpersonal and communication skills.
  • Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.

Supervisory responsibilities

This position will supervise three to five Everence team members in Central Penn.

Schedule

This is a full-time position.

Location

This position is located at the Everence office in Mount Joy, Pennsylvania.

Apply online