Wealth Management Associate Team Lead - Broadway Bank : Job Details

Of the Wealth Management Relationship Associate and the responsibilities listed below. The person in this role will possess a strong background in administrative processing, ensuring compliance with bank policies and regulatory requirements within the Wealth Management group, and act as a subject matter expert on wealth management systems. A key responsibility includes leading a team of Wealth Management Relationship Associates, fostering professional development, and maintaining high standards of operational excellence. Essential Functions: Oversee daily activities and procedures of the Wealth Management Associates, provide guidance, support, and mentorship to the team members, and ensure efficient workflow management and task allocation. Participate in recruitment, interviewing, and hiring processes. Implement effective onboarding and continuous development programs for team members. Foster a collaborative team environment, emphasizing quality and efficiency. Set performance standard...Wealth, Team Lead, Relationship Associate, Management, Associate, Project Management