SB Financial Services Manager jobs in New Hampshire
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)
Recently Added SB Financial Services Manager jobs
Registered Operations Manager
- Ameriprise Financial Services, LLC.
-
Manchester, NH
FULL_TIME
- Do you have leadership experience and want to advance your career with an industry-leading firm? If so, we want you to join our team as an Operations Leader! Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As an Operations Leader, you will be responsible for all operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you optimally develop to reach your full potential! At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities Manage activities that support business results, revenue growth, client experience and efficiencies in practice. Manage resources to achieve business results, including revenue and client acquisition targets. Partner with Branch Manager to ensure advisor business plans are completed and marketing events are tracked and measured. Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, crafting an agenda and summary of meeting, escorting clients to advisors office and providing follow-up. Prepare and ensure new business paperwork processes are successfully filled out. Provide general administrative duties such as answering phones, processing reports, preparing correspondence, setup files, etc. Build, manage, track and analyze reports and branch vitals. Review advisor expense reports, branch P & L, budgeting, reporting/correcting errors, identify and implement expense reduction opportunities. Partner with Registered Principal to ensure compliance support is established and training needs are met. Lead real estate and facilities initiatives. Lead, coach, mentor and provide performance management for direct reports. Partner with Senior Operations Leader and Regional Director of Operations to determine staffing needs; request, hire and allocate staff. Conduct 1:1s with staff. Required Qualifications Bachelors degree or equivalent. 5 - 7 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Previous successful supervisory experience including knowledge of HR policies and labor laws. Excellent written and verbal communication skills; demonstrated ability to motivate team members to delivery results. Ability to manage multiple priorities in a fast-paced environment with little or no supervision and strong organizational/time management skills. Able to communicate with all levels within the organization. Detail orientated, strong math, and analytical skills. Good organization and time management skills. Process oriented and can work with a team. Proficient with standard business software applications. About Our Company We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 5 Days Ago
Financial Services Representative - Nashua, NH
- Fidelity Brokerage Services LLC
-
, NH
FULL_TIME
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
- 2 Months Ago
Insurance and Financial Services Position
- Kevin Hale - State Farm Agent
-
Milford, NH
FULL_TIME
- My team’s mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Milford, NH and help customer with their insurance and fi...
- 1 Month Ago
Financial Services Representative
- Equitable Advisors - Portsmouth
-
Portsmouth, NH
FULL_TIME
- Our mission is to provide financial security and peace of mind through our insurance, annuity, and solutions. We act with integrity and humanity in all our interactions with our policy owners, busines...
- 1 Month Ago
MCL Agent - Financial Services
- The CCS Companies
-
Salem, NH
FULL_TIME
- The MCL Agent is responsible for the daily calling and queueing of customer accounts for Customer Service Agents (CSA) by manually clicking the appropriate account phone numbers in the system. ESSENTI...
- 28 Days Ago
Customer Success Manager - Adoption - CEMEA
- Financial Times
-
Amsterdam, NH
FULL_TIME
- About Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and ...
- 8 Days Ago
SB Financial Services Manager jobs at Popular Companies
Audit Manager - Financial Services
- EisnerAmper LLP
-
New York, NY
- Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to ma...
- 4/18/2024 12:00:00 AM
Budget & Financial Services Manager
- Shippensburg University
-
Shippensburg, PA
- Budget & Financial Services Manager Shippensburg University, Shippensburg, PA Full-time, Minimum starting salary $52,214...
- 4/16/2024 12:00:00 AM
Tax Manager - Financial Services
- EisnerAmper LLP
-
New York, NY
- Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
- 4/16/2024 12:00:00 AM
Program Manager, Financial Services
- Bip.monticello
-
Wilmington, DE
- Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
- 4/16/2024 12:00:00 AM
Program Manager, Financial Services
- Bip.monticello
-
Philadelphia, PA
- Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
- 4/16/2024 12:00:00 AM
Program Manager, Financial Services
- BIP.Monticello
-
Philadelphia, PA
- Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
- 4/15/2024 12:00:00 AM
Program Manager, Financial Services
- BIP.Monticello
-
Wilmington, DE
- Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
- 4/15/2024 12:00:00 AM
Sales Manager Financial Services
- Northwestern Mutual
-
Ann Arbor, MI
- GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for ...
- 4/15/2024 12:00:00 AM
About New Hampshire
New Hampshire is part of the six-state New England region. It is bounded by Quebec, Canada, to the north and northwest; Maine and the Atlantic Ocean to the east; Massachusetts to the south; and Vermont to the west. New Hampshire's major regions are the Great North Woods, the White Mountains, the Lakes Region, the Seacoast, the Merrimack Valley, the Monadnock Region, and the Dartmouth-Lake Sunapee area. New Hampshire has the shortest ocean coastline of any U.S. coastal state, with a length of 18 miles (29 km), sometimes measured as only 13 miles (21 km). New Hampshire was home to the rock forma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$171,599 to $233,756
Most Popular Cities in New Hampshire for SB Financial Services Manager Jobs
What does an SB Financial Services Manager do?
SB Financial Services Manager in Cleveland, OH
Securities and advisory services offered through LPL Financial, a registered investment advisor.
December 01, 2019
SB Financial Services Manager in Knoxville, TN
Insurance products offered through LPL Financial or its licensed affiliates.
December 11, 2019
SB Financial Services Manager in Charleston, SC
We want to be your trusted financial professionals who guide you through all of your major life events, educate you and provide professional, thoughtful guidance.
January 09, 2020