Business Development Desk Manager

robinhood· 47 open roles

Location TBD On-siteFull-time3 days ago

Salary

$123,000 - $145,000

Experience

Mid

Job Type

Full-time

Posted

3 days ago

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About This RoleAI processing…

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

Key Responsibilities

1
Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new new assets and professional growth
2
Ensure all team goals are being met/exceeded, including gross deposits (COV), agent productivity (opportunities worked) and limiting/addressing all Compliance infractions.
3
Oversee customer interactions from a team of Onboarding Specialists ensuring compliance with all RegBI, telemarketing rules and internal policies.
4
Create a culture of high performance while reinforcing policies, supervisory procedures, and regulatory standards
5
Partner cross-functionally with our customer facing partners, product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience
6
Monitor and improve team performance through data, coaching, and process optimization, identifying opportunities to scale impact efficiently
7
Ensure high-quality documentation and adherence to firm and regulatory standards across all customer interactions
8
Support escalation management and complex customer situations, providing guidance and oversight where needed
9
Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development
10
Bring a strong customer-first mindset, fostering a culture of empathy, clarity, and trust in all client interactions

Requirements

Current SIE, Series 7 and 66
Series 24 or 9/10
5+ years experience in sales coaching/leadership, or related financial services roles
Ability to guide agents through the sales process and develop their skills in uncovering assets through consultative engagement
Experience with sales coaching and supervision/oversight
Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner
Commitment to acting in the customer’s best interest while adhering to all regulatory requirements
The ability to thrive in a dynamic and evolving environment, with a constant drive to increase and enhance the value of our offering.
A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.