# Team Leader **Company**: RBC Wealth Management **Location**: Atlanta, Georgia **Job type**: full-time **Category**: Finance **Industry**: Finance **Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Atlanta-Georgia-United-States-of-America/Team-Leader_R-0000192466?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/job/team-leader-447f16da-c72/ ## Description We are seeking a Team Leader to join our branch serving financial advisors and clients. As a Team Leader, you will play a critical role in ensuring seamless day-to-day operations and delivering exceptional service to both teammates and clients. **Key Responsibilities:** - Service Coordination: Prioritizing and managing service requests efficiently. - Client Meeting Support: Guiding preparation for client meetings to ensure readiness and professionalism. - Onboarding Oversight: Managing workflows for new clients and team members to facilitate smooth transitions. - Business Planning Support: Assisting in strategic planning to align team efforts with business goals. - Training & Development: Helping train the team on tools, resources, and processes to enhance productivity and knowledge. - Task Delegation: Distributing responsibilities within the team to optimize workflow and efficiency. **Team Administration & Daily Operations:** - Prioritize and route service requests; review daily alerts and reports; ensure timely completion and clear status updates. - Acts as first point of contact with team members. - Lead and facilitate team meetings: logistics; schedule, confirm, and prepare materials; coordinate team pre-briefs; capture follow-ups and action items. - Assists with ensuring efficiencies and process improvements for overall team operations. - Provide department work support during high volume times or when other team members are not available. - As needed, perform complex tasks within an area or department. **Team Liaison with the Firm:** - Acts as liaison among support staff, advisors, and branch and complex management. - Partner with complex management to ensure employees are on track with required trainings. - Leverage the value in unit, department, and enterprise-wide teams to develop better solutions and achieve a cross-enterprise mindset. **Marketing, Brand, and Events:** - Plan and execute client events: manage invite lists, RSVPs, run-of-show, and post-event follow up while ensuring events are within RBC policy. - Assist in executing marketing plans in collaboration with corporate field marketing team including but not limited to team website updates, bios, photos, pitchbooks, etc. - Prepare/update marketing materials, team website, LinkedIn postings, etc. **Business Management & Growth Support:** - Assist advisors with ongoing team strategy and initiatives as it relates to business development. - Accept and successfully execute change while supporting employees through the process and keeping them focused on business priorities. - Ensure that employees understand RBC vision, as well as support and reinforce targeted behaviors that contribute to RBC goals and comply with RBC policies. - Maintain Travel & Expenses for team advisors as requested in accordance with RBC expense policies and procedures. **Leadership Expectations:** - Mentorship: Guides team members in adopting best practices and leveraging available resources. - Peer Relationships: Excels at fostering teamwork and resolving conflicts effectively. Balance interests with fairness toward others, build trust easily, and encourage collaboration. Known as a cooperative team player, address challenges quietly and candidly, ensuring positive outcomes for all and escalating issues to management as needed. - Vision Alignment: Ensures team activities align with broader organizational goals and client-centric values. - Empowerment: Encourages team members to take ownership of tasks and contribute to continuous improvement. **Requirements:** - Bachelor’s degree or job-related experience. - Strong soft skills including verbal and written communication, people, organizational, and client service skills. - Attention to detail coupled with the mindset of how you can make advisors more efficient and effective. - Series 7 and 66 (or 63/65) licenses. - Ability to adapt to a rapidly changing business and technology environment. **What’s in it for you?** - A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. - Leaders who support your development through coaching and managing opportunities. - Ability to make a difference and lasting impact. - Work in a dynamic, collaborative, progressive, and high-performing team. - Flexible work/life balance options. - Opportunities to do challenging work. - Opportunities to take on progressively greater accountabilities. - Access to a variety of job opportunities across business. For more fresh new jobs, check out [yubhub.co](https://yubhub.co/). ## Skills ### Required - Customer Service - Customer Service Management - Decision Making - Interpersonal Relationship Management - Investment Management - Investment Performance Measurement --- Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Atlanta-Georgia-United-States-of-America/Team-Leader_R-0000192466?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)