Business Support Manager

Citizens Securities, Inc

Westwood, MA

Description

The Business Support Manager I is responsible for leading initiatives that will optimize advisor productivity and support Wealth Management Leadership. This will be achieved by (but not limited to) managing our leadership support model; identifying gaps in current processes and continuous reassessment of the operating model; and managing and supporting crucial project development. The person in the role is expected to support Wealth Management strategic priorities.

Key Responsibilities (Impact on business)
• Participate in and contribute to strategic and transformational initiatives/projects
• Offer enhanced support to leadership via providing assistance to their strategic and routine needs
• Supervise Citizens Wealth Management Business Management Support team to ensure proper support is offered to the field via supply/equipment ordering, ADV compliance documentation, PTO tracking and any other ad hoc requests.
• Manage communication to the field from Leadership, and... More Detail

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