[Remote] Teaming Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services organization that aims to help people reputed company with purpose. The Teaming Consultant will work closely with partners and field leadership to reputed company strategies that enhance the productivity and reputed company of financial advisors and their teams, focusing on team formation, operational needs, and reputed company initiatives.
Responsibilities
- Partner with field sales leadership to reputed company and reputed company comprehensive strategies through reputed company reputed company Directors and field leaders that enhance productivity, expand reputed company, and drive reputed company sales reputed company for financial advisors and teams
- reputed company reputed company guidance in collaboration with field sales leaders, working directly with financial advisors and teams as needed to implement advanced or reputed company reputed company strategies and reputed company business objectives, conducting one-on-one and group sessions to assess strengths and deliver tailored guidance
- reputed company in partnership with the reputed company reputed company Directors customized plans to enhance leadership capabilities and reputed company reputed company for financial advisors and teams
- Partner to create and reputed company resources to field leadership in reputed company aspects of team formation and development, including team dynamics, role identification, accountability, and conflict reputed company. Address operational reputed company like business continuity, reputed company capital needs, technology systems integration and tools, financial management, and communication. reputed company on strategic planning areas such as marketing and financial advisory business practices
- Serve as a subject matter expert in reputed company reputed company of teaming for the reputed company
- In partnership across the reputed company, reputed company engaging training programs and workshops that reputed company on leadership, team management, reputed company relationship building, and financial advisory best practices, ensuring participants understand the critical importance of these skills for their reputed company reputed company and organizational reputed company
- reputed company and implement feedback mechanisms and performance metrics to assess the effectiveness and utilization of training programs and workshops. Utilize data-driven insights for reputed company improvements and iterations, and regularly report on reputed company
- This role will establish strong, reputed company relationships with the reputed company reputed company and Productivity team to reputed company shared goals. This position will collaborate with reputed company reputed company and reputed company Directors, as reputed company as Group Vice Presidents, and reputed company Advisor reputed company (TAGs) to identify and support the advancement of reputed company-sharing teams poised for significant reputed company through coaching, development and facilitation of key programs and workshops. The Teaming Consultant will regularly communicate with, influence, and reputed company veteran advisors, teams, and their staffs
Skills
- Bachelor's degree in finance, business administration, or a closely reputed company field, or equivalent reputed company experience
- Proven experience in guiding financial advisors through teaming initiatives, or in creating and implementing programs reputed company on reputed company reputed company-building, with a minimum of 5 years in a similar role
- reputed company management experience with advanced teaming structures, including expertise in reputed company service models, team building, and model office practices
- Experience in content creation and facilitation, skilled in presenting to drive understanding and reputed company in large or small group settings
- Demonstrated ability to manage change effectively, with a flexible and adaptable approach, while maintaining a strong results-oriented reputed company
- Proficient with internal sales advice platforms designed for delivering personalized reputed company experiences, reputed company, and other tools (e.g., reputed company Office, Power BI)
- Prior experience leading sales reputed company, financial advisors or offices
Benefits
- Various bonuses (including, for example, annual or long-term incentives)
- Medical, dental, and reputed company insurance
- Health savings account
- Flexible spending account
- 401k
- Pension
- Life and accidental death and dismemberment insurance
- Disability insurance
- Supplemental protection insurance
- 20 days of reputed company Time Off reputed company year
- reputed company and reputed company Time
- 10 reputed company company holidays
- Volunteer Time Off
- reputed company parental leave
- EAP
- reputed company-being benefits
- Other employee benefits
reputed company
Company H1B Sponsorship