Service Team Lead

Allworth Financial(1 month ago)

Dallas, TX, Texas, United StatesOnsiteFull TimeManager$105,695 - $139,304 (estimated)Direct Business Operations

About this role

The Direct Business Team Lead oversees the Direct Business Operations team, ensuring consistent execution and alignment with departmental goals. The role serves as the primary liaison between the Director and frontline associates and supports team development, operational consistency, and continuous improvement. This is a full-time, exempt position based in Addison, TX and requires five days in the office.

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Required Skills

Queue Monitoring
SLA Management
Transaction Approval
Compliance
Coaching
Mentoring
Onboarding
Training
Performance Reporting
Metrics Analysis

+8 more

Qualifications

FINRA Series 6
FINRA Series 63

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.