FINRA Licensed Senior Manager

Job Summary

Leading the execution and ongoing evolution of participant support across multiple service channels, the full-time remote FINRA Licensed Senior Manager will manage a team responsible for optimizing cross-channel efficiency and ensuring high-quality participant interactions while focusing on the adoption of live chat capabilities.

Key responsibilities

• Lead the execution and expansion of live chat services as a strategic participant engagement channel
• Drive cross-channel efficiency by aligning resources to meet fluctuating participant demand and service needs
• Monitor performance against service level agreements, productivity goals, and operational metrics while ensuring compliance with regulatory requirements

Required qualifications

• Bachelor's degree in Business or a related field preferred; 4 additional years of relevant financial services experience may substitute for a degree
• Minimum of 5 years of leadership experience in a contact center, participant services, or financial services environment
• FINRA Series 6, 63, and 26 licenses required
• Experience leading teams across multiple service channels, including phone, chat, and email
• Demonstrated ability to achieve or exceed performance and operational goals