💼 About This Role

You'll lead a customer-facing team handling complex financial topics like stock trading and market mechanics. Your core impact will be coaching team members, ensuring performance targets, and elevating client service. This role stands out for its focus on fostering inclusive culture and applying frontier technologies to financial problems.

🎯 What You'll Do

• Coach and develop customer experience professionals on performance metrics.
• Cultivate positive, inclusive team culture aligned with company values.
• Guide team through change with effective communication and clarity.
• Serve as escalation point for complex equities-related inquiries.

📋 Requirements

• Active FINRA Series 7, 63, and 24 (or 9/10) licenses.
• Prior leadership experience as Team Lead, Supervisor, or Manager.
• Deep subject matter knowledge in equities, corporate actions, and retirements.

✨ Nice to Have

• Strong interpersonal and communication skills with a passion for mentorship.
• Comfortable leading through ambiguity and organizational change.

🎁 Benefits & Perks

• 🏖️ Performance-driven compensation with multipliers, bonus, equity, 401(k).
• 🏥 100% paid health insurance for employees, 90% for dependents.
• 💳 Lifestyle wallet for wellness, learning, and more.
• 👶 Parental leave and fertility benefits.
• 🍽️ Catered meals and exceptional office experience.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

🚩 Heads Up

• Requires FINRA Series 24 (or 9/10) which is a supervisory license, but experience level is manager.
• Schedule includes 7-day coverage and up to 10-hour shifts, which may lead to burnout.