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We are The Motley Fool, a purpose-driven financial information and services firm with nearly 30 years of experience focused on making the world smarter, happier, and richer. But what does that even mean?! It means we’re helping Fools (always with a capital “F”) demystify the world of finance, beat the stock market, and achieve personal wealth and happiness through our products and services.
The Motley Fool is firmly committed to diversity, inclusion, and equity. We are a motley group of aspiring overachievers that have built a culture of trust founded on Foolishness, fun, and a commitment to making the world smarter, happier and richer. However you identify or whatever winding road has led you to us, please don't hesitate to apply if the description below leaves you thinking, "Hey! I could do that!"
Our purpose at The Motley Fool is "To Make the World Smarter, Happier, and Richer", and on the Motley Fool Wealth Management team, we get to help pursue that goal in a very direct way by managing our clients’ nest eggs and providing personalized advice. Motley Fool Wealth Management is a Registered Investment Advisor managing over $2 billion in stock-focused managed accounts. We also offer index-based investing, but it represents less than 1% of client assets. Our sister companies include Motley Fool Asset Management with over $1.5 billion in assets in mutual funds and ETFs; 1623 Capital with over $100 million in managed assets in a hedge fund; and Motley Fool Ventures with over $150 million in multiple venture funds.
In true Foolish fashion, we believe that investing success is derived from selecting great businesses and holding those companies through all market conditions. Our clients have entrusted us to manage over $2 billion over the last 10 years, and we’re excited about our growth for the future. If you want to be at the heart of the action, read on!
Motley Fool Wealth Management is opening tryouts for a player-coach that can lead the Client Experience Team while also contributing to its efforts. We expect that the successful candidate will spend about 50% of their time on team management, with the remainder allocated as an individual contributor.
As the Client Experience Team Lead, you will be at the heart of our client interactions. You’ll be leading a team of 5-7 Client Experience Fools that handle a wide variety of responsibilities including:
As the Team Lead, you’ll be responsible for:
What do you need to apply?
Please note, no sponsorship is available for this position. You must reside in, or be willing to relocate to, one of these states for employment: California, Colorado, Florida, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington DC, and Wisconsin.
Full Time
Wholesale
$157k-215k (estimate)
03/25/2024
07/11/2024
fool.com
ALEXANDRIA, VA
500 - 1,000
1993
Private
NICK CROW
$5M - $10M
Wholesale
The Motley Fool is a financial-services company that provides financial advice to investors through various stock and personal investing services.