We are seeking an experienced and forward‑thinking leader to oversee a team of Client Service Representatives and Quality Assurance professionals supporting both self-directed investors and clients enrolled in ongoing advisory programs. This role operates within a dynamic financial services environment and requires a strong blend of people leadership, service excellence, regulatory knowledge, and operational discipline.

The ideal candidate brings deep experience leading client-facing teams, a passion for developing talent, and a commitment to delivering an exceptional client experience while maintaining strong risk management and supervisory oversight.

**Position Responsibilities:**

**Leadership & Team Management**

+ Lead, coach, and develop a team of Client Service Representatives and Quality Assurance Specialists, fostering a culture of accountability, continuous learning, and exceptional performance.
+ Establish clear goals, performance standar...