Financial Center Manager

Role Overview

This role is responsible for managing a financial center and its employees on a day‑to‑day basis, operating as a business owner, fostering a team environment, establishing an effective client‑centric and risk culture, and helping clients achieve their financial goals. The manager ensures operational excellence and cohesive effectiveness.

• Develop talent, including proactive sourcing of candidates.
• Manage client traffic by engaging and appropriately routing clients to foster 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.

• Act as an Opportunity & Inclusion Champion, creating an inclusive team.
• Serve as Manager of Process & Data, demonstrating process knowledge and data‑driven decisions.
• Act as Enterprise Advocate & Communicator, delivering clear messages.
• Serve as Risk Manager, leading and encouraging risk identification and resolution.
• Act as People Manager & Coach, developing team members through coaching.
• Act as Financial Steward, managing expenses with an owner’s mindset.
• Serve as Enterprise Talent Leader, recruiting, onboarding, and developing talent.
• Act as Driver of Business Outcomes, delivering results through team management.

• Minimum of one year of leadership experience demonstrating coaching, training, or motivating a work team.
• Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results.
• Collaborates effectively, building and nurturing strong relationships.
• Passionate, committed, and driven to deliver an experience improving clients' financial lives.
• Confident in identifying solutions for clients and resolving problems independently.
• Communicates effectively and confidently, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Follows established processes, guidelines, laws, and regulations.
• Manages time and capacity efficiently; handles complexity, prioritizes tasks, delegates, and executes in a fast‑paced environment.
• Interprets performance results, finds opportunities to drive success, and holds others accountable to results.
• Willing to work weekends and/or extended hours, including being scheduled at any financial center location within a reasonable distance.

• One year of management experience including hiring, coaching, and developing direct reports.
• Experience in financial services and knowledge of industry products and solutions.
• Experience working in an environment with individual and team goals 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.

1st shift (United States of America)

40 hours