Vice President, Client Service Group Manager

The Company is seeking a Client Service Group Manager to join their team. The successful candidate will be responsible for managing the sales support and administrative staff, as well as leading training and process improvement initiatives to support the growth of the business. This role requires a strategic partner who can drive firm and branch initiatives, provide management and leadership to the staff, and ensure the team is well-versed in administrative policies, procedures, and best practices. The Client Service Group Manager will also be involved in recruiting, onboarding, and training new staff, as well as conducting performance reviews and managing HR issues. Applicants for the Client Service Group Manager position at the company should have a degree in business, finance, or a related discipline, and a minimum of 3 years' of financial services management experience. The role demands a candidate with a strong understanding of the wealth management business, sales force, and investment products, as well as knowledge of KYC and regulatory requirements. The ideal candidate will have exceptional interpersonal skills, the ability to maintain close working relationships at all levels, and a proven track record in project management, problem-solving, and time management. A background in training and experience with facilitating training sessions is also required, along with a strong working knowledge of PowerPoint, Word, and Excel.