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Manager, Participant Services

Location: Sandy
Posted on: January 12, 2021

Job Description:

Who We AreMore than 30 years ago, ETRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.About the RoleSUMMARYThis Executive Services manager is responsible for leading 10 relationship managers within our elite segment. The primary role is developing talented relationship managers to deliver world-class experiences at every interaction point A successful manager will build a highly engaged culture to drive incremental asset retention and retail engagement through needs-based education of ETRADE---s products.RESPONSIBILITIESCreate a positive environment by motivating, encouraging, and engaging employees with fairness and integrityTrain, coach, motivate and mentor the career development of associates and provide performance guidance; provide checkpoints and milestones within a development planReview and evaluate random customer interactions dailyProvide feedback to drive improvement and quality as well as identifying areas of strengths and recognizing accomplishmentsPartners with associates to establish goals and objectives according to the performance career development program ensuring the personal and professional success of their associatesProvide high level of service while further strengthening the client relationships by anticipating needs, aligning, and proposing ETRADE FINANCIAL products and services where appropriateApprove hours worked for associatesDrive stage three revenue growth through the development of training and coachingPerformance management for each team memberProvide industry expertise to ensure associates meet goals and provide a high level of customer satisfactionResearch and resolve complex and difficult customer issues related to ETRADE Financial accountsUnderstand and analyze metrics/ reports and drive efficiency and quality within teamInterview and identify candidates with required skills who meet the job profileEffectively communicate issues related to the customer experience to associates, fellow supervisors and management in a timely mannerManagement and Review of all compliance/audit related required actionsQualificationsBasicSeries 7, 63, and 24 LicensesBS / BA Degree or equivalent combination of education, training, and experience2 years management within Brokerage/Investment Banking IndustryPreferredCapacity to learn new skills and knowledge on an independent level to enhance personal development and achieve career goalsMust be flexible to meet the needs of a challenging environment of fluctuating business needs, having the ability to lead employees through changeIntegrity and the ability to handle sensitive information and maintain confidentialityHistory of demonstrating excellence and ---above and beyond---Exceptional conflict resolution and problem solving, judgment, and training skillsExcellent listening, written and verbal communication skillsApproachable with demonstrated leadership qualities, including coaching, mentoring, and associate developmentDemonstrates self-confidence and the ability to maintain composure in difficult situationsGood understanding of the policies and procedures of ETRADE FinancialDetailed understanding of the securities industry including equity and option tradingProactive; anticipates situations, develops proposals and positive solutions; knows when to seek assistance as appropriateAbility to set and achieve goals, and work independentlyAbility to adhere to the schedule demands of a dynamic business environment, often requiring schedule and overtime flexibility in a 24/7 environmentDemonstrated PC skills including familiarity with word processing, MS Office, spreadsheets, and database managementWe offer a competitive and comprehensive benefits package. Please visit to learn more about the opportunities.EEO StatementETRADE Financial Holdings, LLC is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.Job SummaryRequisition ID: 2020-15434Professional Area: Executive Service

Keywords: E*TRADE FINANCIAL, Sandy , Manager, Participant Services, Executive , Sandy, Utah

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