SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals.
The intention of the Relationship Manager role is to:
* to ensure that each client's experience with Opal Wealth Advisors is exceptional
* to serve as the primary contact for all clients
* to partner with the Advisory Team and Client Service Team to fulfill client needs and requests
* to ensure lead financial advisors have the administrative resources to deliver the best client experience.
Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role.
Communication skills must be incredible as well as the desire to be of service. No task is too much when it comes to serving our clients.
Clear All
0 SB Financial Services Manager jobs found in Hempstead, NY area