Team Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-24
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-24
Job specializations:
-
Management
Job Description & How to Apply Below
- Directly manage a team of 20+ Virtual Engagement Associates supporting Financial Advisors through Digital Marketing or Financial Planning services
- Supervise VEAs, including managing training and development
- Monitor on-site performance, behavior, and general policy adherence
- Develop effective teams, provide consistent leadership, and assume accountability for results
- Ensure the team meets VEA standards of excellence, including client engagement metrics and activity logging
- Coach and develop team members to improve performance across all metrics
- Create performance improvement plans for underperforming VEAs as needed
- Support the VEA Recruiter in campus recruiting through candidate interviews and other recruiting efforts
- Conduct regular team meetings to share best practices and ideas
- Maintain understanding and knowledge across all VEA services and offerings
- Conduct performance reviews in partnership with the VEA Relationship Manager
- Promote organization, discipline, accountability, and a strong work ethic
- Bachelor’s degree or equivalent experience
- Minimum 10 years of experience in finance, business development, management, sales, legal, accounting, education, military, or another business-related field
- SIE required before start date
- Series 7 and Series 66 required within 90 days from hire date / transfer-in date
- Series 24 or 9/10 encouraged
- Previous management experience required
- Excellent written, verbal, and presentation communication skills
- Exemplary organization and time-management skills
- Expert knowledge of PC, MS Office, and internet applications
- Ability to work independently; flexibility and attention to detail
- Authorized to work in the US without durational restrictions
- Successful completion of background check and pre-employment assessments
Demonstrates strong leadership and management capabilities in overseeing a team of Virtual Engagement Associates, with a focus on performance improvement, client engagement metrics, and effective training. Holds relevant financial certifications and possesses extensive experience in finance or business-related fields.
Highest-signal resume keywords- Team Management
- Performance Improvement
- Financial Services Knowledge
- Communication Skills
- Recruitment Experience
- Financial Planning
- Digital Marketing
- Performance Metrics
- Training and Development
- Client Engagement
- Performance Reviews
- Time Management
- Organization Skills
- Management Experience
- Business Development
- Leadership
- Coaching
- Accountability
- Flexibility
- Attention to Detail
- SIE
- Series 7
- Series 66
- Series 24
- Series 9/10
- Finance
- Business Development
- Sales
- Management
- Recruiting
- PC
- MS Office
- Internet Applications
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