Financial Center Manager - Georgetown Financial Center

Responsibilities

• Operate as a business owner and foster a team environment, instilling an effective client‑centric and risk culture.
• Help clients achieve their financial goals.
• Ensure operational excellence and cohesive effectiveness.
• Develop talent, including proactive sourcing of candidates.
• Manage client traffic, engaging and appropriately routing clients, and fostering client retention.
• Manage business results through formalized management routines and coaching.
• Create a world‑class client experience environment.
• Manage market‑level initiatives prescribed by market leaders.
• Drive operational excellence by engaging employees on business strategy.
• Manage organizational priorities and effective execution.

• Opportunity & Inclusion Champion:
  Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data:
  Demonstrates and expects process knowledge, data‑driven decisions, simplicity, and continuous improvement.
• Enterprise Advocate & Communicator:
  Delivers clear and concise messages that motivate, convey the “why” and connect contributions to business results.
• Risk Manager:
  Leads and encourages the identification, escalation, and resolution of potential risks.
• People Manager & Coach:
  Knows and develops team members through coaching and feedback.
• Financial Steward:
  Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader:
  Recruits, on‑boards, and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes:
  Delivers results through effective team management, structure, and routines.

• 1+ years of leadership experience demonstrated through coaching, training, and/or motivating a work team.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Cooperative collaboration skills to build and nurture strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence in identifying solutions for clients based on their needs and the ability to resolve problems independently or involve others as needed.
• Effective communication skills, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Adherence to established processes and guidelines, compliance with all applicable laws and regulations.
• Efficient time and capacity management, ability to prioritize tasks, delegate, and execute in a fast‑paced environment.
• Interpretation of performance results, identification of opportunities to drive success, and holding others accountable to results.
• Willingness to work weekends and/or extended hours.

• 1+ years of management experience including hiring, coaching, and developing direct reports.
• Experience in financial services with knowledge of industry products and solutions.
• Experience working in an environment with individual and team goals that were routinely met or exceeded.
• Bilingual skills.

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay range: $73,500.00 – $ annualized salary, offers determined by experience, education, and skill set.

Discretionary incentive eligible:
Annual discretionary award based on overall performance results and company contributions.

Industry‑leading benefits, paid time off, and resources and support to help employees make a genuine impact and contribute to sustainable growth.