What are the responsibilities and job description for the Money Desk Manager position at Integrity Marketing Group?
The Role
Money Desk Manager leads a specialized operations team that works with and supports firm’s advisors and clients with requests related to money movement and other specialized back-office tasks. This person leads and oversees the team’s activity in processing requests such as distributions, wire transfers, ACH, cost basis inquiries, account transfers, trade orders, and similar operational tasks. The manager is responsible for ensuring completion of work within established service level agreements, integration of new processes and procedures, and increasing efficiency.
Manger is also responsible for risk prevention, compliant processing of money movements and other requests, and education of employees and internal/external stakeholders on policies and procedures..
Essential Job Functions, other duties assigned
Lead and supervise team members, set performance goals, oversee workload allocation, maintain timely completion of tasks within established service level agreements, and foster a positive and motivated work environment.
Analyze and improve existing processes to enhance productivity, efficiency, and advisor satisfaction.
Develop, implement, and maintain departmental procedures. Ensure that operational activities and their procedures comply with relevant firm and industry policies.
Handle escalated calls when warranted and resolve issues by taking appropriate action quickly in a high-risk environment.
Work closely with other department leaders to align operational strategies.
Participate and/or lead strategic initiatives and projects.
Knowledge, Skills, and Abilities
Must display Core Values
Strong computer skills with high level of proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint)
Strong written and oral communication skills
Exceptional organizational and time management skills
Flexibility to take on a variety of projects and drive them to implementation
Proven ability to collaborate cross-functionally
Strong problem-solving skills, can identify and resolve problems in a timely manner
Experience and Education
Experience:
2 years of prior management experience required
4 years of working directly with a broker-dealer, RIA, or insurance organization.
4 years experience in Client Service or Operations with Brokerage/Financial Industry
Education:
Bachelor's degree from four-year College or University; one to two years related experience and/or training; or equivalent combination of related education and experience and/or training.
Licensing:
Series 6 or 7 required within first 6 months of employment and Series 65/66 preferred but not required
Physical Requirements
Office Position
Travel
None
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
