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Divisional Business Director

4 months ago

Washington, United States Steward Partners Full time

The Divisional Business Director is primarily responsible for the overall operational and business functions within assigned branches. The Divisional Business Director is a key member of the Divisional Leadership team, working closely with the Divisional President and other members of the Divisional team to provide concierge level support to the Wealth Managers and their team. The Divisional Business Director maintains a close alignment to the Home Office Operations function, leads the division’s transition process and is responsible for the management of all sales support personnel (“CAMs”) within their assigned locations, acting as back up to other Divisional Business Directors as needed.


Location:

Flexible in the following locations:

Washington, DC - Richmond, VA - Norfolk, VA - Atlanta, GA - Mobile, AL


Duties and Responsibilities:


Divisional Operational Management, Risk/Compliance:


  • Perform daily supervisory tasks such as, approving correspondence, complaint processing, transition leadership, complex problem solving, deposit approvals, client calls backs for 3rd party funds, signature guarantees, additional support for new account approvals and money movement when volume dictates, CAM Supervision and other operational functions including executing documents (heavy workload during a transition)
  • Review, escalation and completion of assigned Supervisory tasks and Quarterly Business Risk Assessment in partnership with Divisional President and Risk partners
  • Timely escalation of complex risk/compliance items for action and resolution
  • Respond to compliance and/or operational inquiries from Advisors, CAMs and back office, ensure branch overnight mailings and regular mailings are sent and work with branch personnel on escalations as needed
  • Preparation and participation in branch audits, responding to and remediating any audit findings
  • Facilitate and oversee escalation and resolution of operational issues across the Division
  • Take direction from the Operation and Compliance/Supervision leads on policy or process updates that need to be implemented within branches


Transition Management:


  • Play a key role in the preparation for onboarding new Advisors and their team and be point of contact at the branch for all transition activity
  • In partnership with custodians and the Divisional President or Divisional Vice President, facilitate client discovery “spreadsheet” calls with prospective advisors and ensure accurate documentation in compliance with protocol requirements
  • Anticipate and appropriately plan for resource needs and support during the transition period
  • Ensure new Advisors and their teams have the appropriate set up on arrival in partnership with the Divisional Administrative Assistants, including but not limited to, building access, technology and telephones, providing onboarding resources, information and points of reference, ensuring appropriate personnel are available onsite as needed, coordinate mailings and office resources
  • Supervise Transition Management resources, providing direction, oversight and leadership
  • Provide continued oversight and support newly recruited teams including ensuring all new employee accounts have been opened and papered, any outstanding items completed, ensure cleanup after the onboarding has been completed


Build & Maintain Relationships:


  • Maintain regular branch visitation schedule across assigned branches to ensure visibility, connectivity and promote Firm culture
  • Build effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings, facilitate collaboration of CAMs and encouraging idea sharing and partnership


Human Resources:


  • Responsible for supervision of CAMs including maintaining/approving approve vacation requests and records to ensure proper coverage
  • Conducting career conversations and support employee development by providing regular feedback and guidance, performance reviews and performance improvement plans
  • Coach, train and develop employees ensuring they have access to suitable resources, programs and technology
  • Responsible for training newly hired personnel on all Firm systems and procedures promoting risk awareness and a compliant environment
  • Partner with Divisional President and Human Resources on any employee related issues requiring escalation


Branch Oversight/Management:


  • Work with Divisional Administrative Assistant for escalations of office infrastructure issues.
  • Point of contact for Advisors to provide operational guidance, support and resources, escalating to the Divisional President or other party as appropriate.
  • Oversee various projects throughout the Division such as real estate
  • Develop and maintain relationships with key partners
  • Other ad hoc duties or projects that may be assigned by the Firm Management


Communication & Branch Visibility:


  • Maintain a branch visitation schedule, coordinating with other members of the Divisional Leadership team to ensure all assigned offices are visited at least once per month
  • Conduct CAM team meetings & 1:1’s including regular and annual Check-Ins
  • Annual Divisional Business Director offsite


Education, experience, knowledge, and skills:


  • Bachelor’s degree required or equivalent education or experience
  • Active series 7, 9/10 or equivalent, and 63, 65 or 66, Life & Health Insurance license is a plus
  • Other licenses as required for the role or by management
  • Financial Services experience, preferably in Wealth Management and related products
  • Operations management experience, particularly around risk/control disciplines
  • Demonstrated ability to lead a team and previous supervisory experience
  • Effective written and verbal skills
  • An excellent communicator with conflict resolution skills
  • Highly organized with exceptional judgement to resolve issues and escalate as appropriate
  • Ability to be a strong partner working with stakeholders and internal clients to build rapport and trust
  • Innovative and always looking for ways technology and process improvements can make your team more efficient and effective
  • Ability to effectively prioritize, delegate and train to enable and empower a team