Team Lead Advisor Experience

A company is looking for a Team Lead for the Individual Retirement Tribe, Advisor Experience Squad. Key Responsibilities Co-create Squad vision and goals, defining the Squad Mission and Objectives & Key Results (OKRs) Set a clear roadmap to execute the advisor and client experience strategy and communicate it to stakeholders Manage and develop squad members, including performance and compensation decisions Required Qualifications Bachelor's degree or relevant work experience 10+ years of professional experience in the financial services or insurance industry 5+ years of experience delivering projects end-to-end with knowledge of operations Exceptional ability to gather, analyze, and synthesize information into a compelling vision

Mar 24, 2025 - 19:43

A company is looking for a Team Lead for the Individual Retirement Tribe, Advisor Experience Squad. Key Responsibilities Co-create Squad vision and goals, defining the Squad Mission and Objectives & Key Results (OKRs) Set a clear roadmap to execute the advisor and client experience strategy and communicate it to stakeholders Manage and develop squad members, including performance and compensation decisions Required Qualifications Bachelor's degree or relevant work experience 10+ years of professional experience in the financial services or insurance industry 5+ years of experience delivering projects end-to-end with knowledge of operations Exceptional ability to gather, analyze, and synthesize information into a compelling vision