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JOB OVERVIEW:
The Integrations Team Lead will report directly to the VP of Operations and will provide direct support to the transition and servicing of acquired Partnering firms. This position is the lead communicator to the assigned Partnering firm on the status of transitioning and/or new accounts as well as overseeing new client onboarding and servicing transition clients during the transition period. The Integrations Team Lead is also responsible for leading, managing, and coaching assigned integration members and the new partner’s service support staff.
This is a full-time, Exempt position, that requires in-office work in Addison, TX.
RESPONSIBILITIES AND DUTIES:
QUALIFICATIONS:
Full Time
Investment Management
$136k-167k (estimate)
04/25/2024
06/29/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.