- Dallas, Texas, United States
- On-site
- Full-time · Manager
- $84K–$124K per year
- 5+ years
The Supervisor, Advisor Support is responsible for leading a team of Advisor Support Specialists and Senior Advisor Support Associates who provide operational, service, onboarding, and transition support to financial professionals and their offices.
Compensation
The base annual salary range for this role is $84,000 - $124,000, plus a competitive performance-based bonus.
Responsibilities
- Lead, coach, and develop Advisor Support Specialists and Senior Advisor Support Associates
- Manage team workload, capacity planning, and resource allocation to support advisor needs effectively
- Establish service standards, performance expectations, and support processes across the team
- Serve as the primary escalation point for complex advisor support, service, and operational issues
- Oversee advisor onboarding, transitions, and integration activities to ensure a seamless experience
Requirements
- Bachelor’s degree in business administration, Finance, Management, or related field
- Nice to have: FINRA registrations