The Role

The ideal candidate for the Alternative Investments Team Lead role is an influencer who consistently makes a positive impact. The Team Lead is passionate about coaching, building, and supporting a team of 10-12 associates to work collectively as a team and achieve shared goals. You must be a motivator, focused, fast-paced and inspired by change. You will coach to key behaviors that help drive business results. You will empower others to accept feedback and develop an environment focused on growth and development as well as encourage others to create the best customer experience possible.

The Expertise You Have

• 1+ year of team lead or like experience
• Alternative Investments experience is a major plus
• Series 99 license (or within 90 days of hire)
• College degree or applicable work experience
• Strong problem-solving ability that encourages creative solutions
• Superior communication skills
• Ability to adapt and be flexible when the business changes and lead others through change
• A passion for leading and coaching a team and developing individuals
• Development lifetime internal and external relationships and playing a meaningful role in the customer experience
• You will help find opportunities to drive the business towards a first-class digital experience
• Fostering an environment of passion, growth and development
• Implementing standards for optimized performance delivery, aligned with industry best practices

The Team

Alternative Investments is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. As the industry is evolving and team is growing, development of the associates and innovation of the department is key. The role will include strengthening a service team focused on inbound customer calls and other written communication mediums. You are also responsible for the timely and accurate payment of distribution proceeds to customer accounts.