Wealth Team Manager
1 month ago
We are seeking a highly motivated and experienced Wealth Team Manager to join our team at the Dennis Region of Modern Woodmen of America. As a key member of our leadership team, you will be responsible for driving business growth, developing and implementing strategic plans, and leading a team of financial services professionals.
Key Responsibilities- Develop and execute business growth strategies to increase revenue and expand our presence in the community
- Lead and manage a team of financial services professionals, providing guidance, coaching, and development opportunities
- Build and maintain strong relationships with clients, partners, and community leaders to drive business growth and community engagement
- Stay up-to-date with industry trends, best practices, and regulatory requirements to ensure compliance and excellence in our services
- Collaborate with cross-functional teams to develop and implement marketing strategies, product offerings, and community programs
We offer a competitive compensation package, including a starting income ranging from $110K to $192K+, commensurate with experience. You will also have access to exclusive training and development opportunities, a strong benefits and retirement package, and a flexible schedule.
Requirements- Desire to create deep-rooted connectedness in the community
- Experience as a former athlete is a bonus
- Genuine and authentic, with a willingness and drive to contribute and achieve goals
- Active Licenses: Life License, Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, willingness to obtain)
Modern Woodmen of America is a member-owned fraternal financial services organization with a rich history dating back to 1883. We are committed to making a local impact through our unique fraternal component, which involves making a direct contribution to communities on a grassroots level. Our team is passionate about delivering exceptional service, building strong relationships, and driving business growth.
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