Senior Director, Client Services - (US-TX-Dallas or Austin)

Senior Director, Client Services - (US-TX-Dallas or Houston)

Compensation: $150K - $165K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: TJKJA9

Bilingual Spanish Required. 

This is a newly-created Senior Management position leading team of 12. 

This hands-on Manager is responsible for increasing assets, initiating new business, and possesses a proven background delivering group presentations and directing marketing projects. We are seeking an individual with solid team management abilities with strong team mentoring/coaching skills. 

Must be able to function as the regulatory principal for the team of registered representatives and manage risk, handle problem resolution, Bilingual Spanish, at least 7 years experience in registered and licensed sales and service in the financial services field with a strong preference for an individual with Pension/Retirement client service, with a focus on clients in the Education and/or Health Care Sectors. 

Must have a Bachelor’s Degree and some Financial designations (CFP, ChFC, or CMFC) and must have FINRA registrations (Series 7, Series 63, Series 24) as well as state insurance licensing. Bilingual Spanish must be fluent. Any CRM system experience as well as financial planning tools. This position is based in Houston, TX (or Dallas, TX) and will require travel within a 3-4 state region. Will Relocate for a stellar candidate. 

No Visa Transfers. 

Candidates who possess these specific abilities will receive a full interview and position description. 

Total compensation $165K, outstanding benefits package. 


Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. 

NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES. 

To receive a complimentary subscription to my job search ezine, No B.S. Job Search Advice, go to www.JeffAltman.com to subscribe. Receive tweets from Twitter with job search tips -- TheBigGameHuntr