Advisor Solutions Team Lead

Advisor Solutions Team Lead

Sowell Management

Little Rock, AR preferred, Remote in US possible for the right candidate.

Here at Sowell Management everything we do is centered around our Core Values and our clients:

• We are family. Have each others back - Put others first - Critique in private.
• Attitude is everything. Don't be a jerk & don't suck. Be enthusiastic, positivity goes both ways.
• Care about what you do. Passion, desire, and drive for excellence - No half-hearted efforts
• Own your commitments. Do what you say. First time, every time.
• Go above and beyond. Teamwork always wins, Help each other out, When it's not your job or after 5.

Role:

As a Team Lead and Solutions Consultant you will help add to our strong service culture by:

• Being the Team Lead for Advisor Solutions.
• Ensure advisors' needs are met by managing team-based Advisor Support resources.
• Performing HR functions for team, including reviews of performance and salary.
• Ensuring processes and procedures are followed and adjusted when necessary.
• Handling incoming advisor phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations, and resolve service issues and escalations.
• Processing tickets submitted to the FLEX Connect Service Center along with the other Solutions Consultants.
• Acting as a liaison between our Advisors and our custodian partners and helping them to navigate internal departments such as Data and Tech, Sales, and Trading.
• Educating advisors on processes, services, and procedures of the custodian platforms
• Working together with our clients to problem solve and create a positive client experience.
• Communicating and listening to create lasting business relationships.
• Be the first point of contact for "Elite" firms from a service and operations perspective.
• Provide administrative and operational support for advisors and their staff including account opening and closing, receipt and delivery of securities, cashiering and communication regarding account setups.

Qualifications:

• An eagerness to learn and stay current on RIA industry trends.
• 3-5 years of experience in financial services, Fidelity and/or Schwab experience a plus.
• Excellent phone etiquette and excellent verbal, written and interpersonal skills.
• Ability to multi-task, organize, and prioritize work.
• Demonstrated ability and desire to nurture relationships and creatively provide solutions.
• *Ability to travel to Little Rock home office as requested.

Company Description -

https://www.sowellmanagement.com/