Overview

The Opportunity :

The Wealth Solutions Associates Team Leader (WSA TL) will oversee a team of Wealth Solutions Associates (WSAs), who provide Insurance Intermediary Representatives (IIRs) with internal sales support during the Prospect phase and operational support during the Non-Trading phase. The WSAs also monitor the progress of non-trading accounts for new clients, and complete service requests for existing clients. As the WSA TL, you will evaluate the team through various metrics and qualitative efforts. Reporting to the VP of the Wealth Solutions group, you will also lead ongoing team meetings, actively work toward developing individuals in the department and drive team results, and take ownership of various projects to improve our client experience.

The Day-to-Day :

• Participate and drive the process of hiring, evaluating, promoting and / or terminating WSAs
• Oversee training for new WSAs, and trains team members to perform jobs effectively
• Ensure WSAs are knowledgeable about Assurance Vie financial institutions, procedures, account structures, and transfers
• Organize the structure of the WSA team to meet and exceed the servicing requirements of the IIRs
• Oversee the elevation processes, and manage daily escalations alongside the team
• Manage the WSAs who collaborate with the IIRs, the Investment Counsellors (IC), custodians, the client(s), and any other related party to efficiently set up and transfer all new accounts and to effectively service and maintain all existing accounts
• Ensure collaboration between WSAs and all clients and other WS team members
• Review work completed by WSAs to ensure accuracy, efficiency, and compliance
• Build an effective team, delegating tasks, and assigning projects to team members
• Collaborate with other teams, and act as a resource for issues affecting other departments such as Finance and Compliance
• Manage insurance companies and other third party relationships
• Create, develops, and implements efficiencies and automation in all sales and new account processes
• Develop and implement procedures for WSAs
• Actively work toward developing the efficiency of the department

Your Qualifications :

Why Fisher Investments Europe :

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including :