Supervisor, Victory Capital InVest
About Victory Capital:
Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.
Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.
General Summary and Purpose:
We are looking for a motivated and experienced leader to join Victory Capital InVest. In this role you will influence and lead a group of Service and Acquisition Specialists in delivering world-class service to our investors while attaining team goals, promoting productivity, and achieving operational excellence.
You will report to the Director, Victory Capital InVest.
You Will:
- Coach, mentor, and influence a team of 10 to 15 service representatives responsible to the Victory Capital Investors for account servicing of mutual fund and 529 College Savings Plan (CSP) accounts
- Lead team to deliver on performance goals including efficiency and customer service standards
- Monitor customer interactions to ensure quality and compliant standards are met
- Manage adherence to regulatory standards and internal policies
- Implement strategies to deepen customer relationships across all product lines
You Have:
- Proven ability to lead teams to achieve business goals while maintaining high service standards in a contact center environment
- Ability to independently master new concepts
- Developed strategies to promote sustained performance across all key metrics
- Effectively lead teams through a dynamic environment of change
- Excellent verbal and written communication skills
- Foundational business knowledge of managing revenue and expenses
- Delivered operational excellence through employee adoption of and execution
- Experience in financial services industry
- Experience leading and coaching others preferably in a contact center environment
- FINRA Securities Industry Essentials (SIE), Series 7, Series 63 (or must obtain within 120 days of hire date)
- FINRA Series 24 (or must obtain within 1-year of hire date)
Preferred Skills
- Investments service and sales experience
- Change management experience
- Ability to facilitate problem solving with the team and promote a shared sense of ownership of business outcomes and customer outcomes
- Working knowledge of mutual funds, college savings plans, 403b, and brokerage products
- Project management experience and ability to meet deadlines
Our Benefits:
Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.
Target Compensation:
The target base salary range for this position is $59,500 - $70,000.
Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications.
Victory Capital Management’s total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.
We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.
