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Single PositionView All JobsCompany PriorityGroup DirectorSan Mateo, California, United States of AmericaApply NowFind out how well you match with this jobUpload your resumeJob descriptionEmployment TypeFull timeJob LevelProfessionalPosted DateJun 18, 2026POSITION SUMMARY: Group Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Group Director is a senior service level position for a Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams who is responsible for helping to shape the vision of client service model and business management by defining clear roles and responsibilities for each team member and by overseeing daily business operations. This industry professional leads the development, implementation, and management of all elements of the team’s client service model.DUTIES and RESPONSIBILITIES:Cultivating relationships with business partners and colleagues internally and externally Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships through an exceptional client experience Plays a leadership role in assisting the FA/PWA/team in developing and delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups At the direction of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Focusing with the FA/PWA/team and other business partners to optimize business practice efficiencies Oversee team Support Professionals to ensure alignment on team priorities and business goalsServe as a coordinator for business matters related to the team, ensuring that they are directed to the appropriate contact, addressed properly, efficiently and judiciously, and track progress until resolvedWorks in conjunction with the Business Service Officer (BSO) to oversee such team responsibilities as interviewing Support Professional candidates for hire, training team members and offering input on staff performanceOversees the development and implementation of strategies to execute Financial Advisor / Private Wealth Advisor business plans, which may include performance tracking and managing the support staff’s monthly compensationWorks with the Market Business Service Officer and/or the Business Service Officer to promote and execute firm initiatives, projects, and remediations with team membersManage team client communications strategyQualifications - ExternalEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:Education and/or Experience10+ years of work experience in a field relevant to the position requiredAdvanced degree or professional certification or industry experience required Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Willingness to obtain additional licenses and/or designations as requiredKnowledge/SkillsStrong leadership skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational...
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