Remote, In-office & Hybrid opportunities available

Basic Functions: The Advisor Services Manager will play a pivotal role in supervising the day-to-day operational responsibilities of their team. Under the supervision of the Sr. Leader, Operations and Service, the Manager is responsible for leading a hybrid team of service and operations associates. Within the role, you will be a part of a broader team that is responsible for both the service and processing of advisor work. This work can include but is not limited to inbound/outbound calls from advisors, new accounts, purchased, and transfers.

What are we looking for? We want collaborators who can deliver a best-in-class advisor experience. Must be team oriented and client-focused while executing in a way that inspires creativity and continuous improvement.

Duties may include but are not limited to:

Operations Management:

• Manage, monitor, and track workflow input/output to ensure service levels are met. Provide statistical information for executive and management use.
• Develop and maintain written standard operating procedures, how-to documents, and workflow diagrams for completing activities on incoming and outgoing requests.
• Troubleshoot and solve service requests, money movements, and applications for new and existing clients.
• Ensure work is appropriately prioritized in partnership with Priority Advisor requests.

Service Leadership:

• Collaborate with internal partners and teams in support of the advisor/client relationship to resolve complex issues in a practical and helpful manner.
• Proactively cultivate relationships with branch personnel, financial representatives as well as other external & internal customers.
• Lead quarterly business reviews with assigned Advisor/Branches.
• Participate in and/or lead staff and operations meetings, write executive notes, and work on special management projects as required. Provide backup assistance to team members as necessary; perform other duties and responsibilities.

Team Leadership:

• Hires, evaluates, and supervises staff. Conducts performance evaluations and establishes and monitors individual and team goals in conjunction with Lincoln's strategic and business plans.
• Provides guidance/coaching to staff on handling more complex issues. May serve as the initial point of contact for escalated issues.
• Provides ongoing support, supervision, training, and development opportunities for team members, offering guidance and informing best practices. (i.e., side-by-side call coaching sessions)
• Assist with approvals and overrides as needed to ensure workflow and risk mitigation.

Knowledge/Experience:

• Minimum of 5-7 years of experience in the Financial Services/Investment Operations industry. Experience with another transfer agent, broker/dealer, or mutual fund company.
• Thorough knowledge of retirement plans, customer service, transaction processing, and compliance.
• 2-3 yrs. previous supervisory/management experience or prior experience owning a business
• Licensing: SIE and Series 99 or ability to obtain within 6 months of hire

Skills:

• Excellent verbal and written communication
• Detail oriented and accurate
• Exceptional organization and time management skills
• Customer service orientation
• Ability to work independently and in team environment
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
• Ability to maintain knowledge base of multiple products and services
• Previous financial background
• Ability to solve practical problems and deal with multiple variables in situations with limited guidance
• A strong fundamental understanding of Securities Operations

Education/Training: Bachelor's degree or equivalent combination of education and/or experience. Formal or informal knowledge of the financial planning discipline.

Physical/Other Requirements: View computer screen for extended periods of time. Ability to work in a fast-paced environment as needed. May be required to lift 25 lbs.

Lincoln Investment is proud to be an Equal Opportunity Employer. We celebrate a diverse workforce and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.