What are the responsibilities and job description for the Chief Business Development Officer position at Planning Alternatives?
Role Overview:
The Fiduciary Services Manager will be responsible for overseeing the day-to-day operations of our firm's fiduciary services team, ensuring that all clients receive exceptional service and support in achieving their financial goals.
Key Responsibilities:
- Manage and mentor a team of fiduciary services professionals, providing guidance and coaching to ensure excellent service delivery.
- Develop and implement processes and procedures to improve efficiency and effectiveness within the fiduciary services team.
- Collaborate with cross-functional teams to integrate operational initiatives and drive business growth.
Required Skills and Qualifications:
- Proven track record of success in a management role within the financial services industry, with a focus on fiduciary services and wealth management.
- Strong understanding of fiduciary principles, investment principles, and regulatory requirements.
- Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients and stakeholders.
