Wealth Market Leader Huntsville - BMSS Wesson

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BMSS Wesson Wealth Solutions (BWWS) is a fee-for-service registered investment advisor (RIA) wholly owned by BMSS Advisors & CPAs. Our distinctive approach in the financial services industry empowers our team members to excel. Through work that aligns with the way you were designed, you are positioned to achieve lasting impact in the lives of our clients.

WEALTH MARKET LEADER

HUNTSVILLE, ALABAMA / HYBRID WORK FLEXIBILITY / COMPENSATION BASED ON EXPERIENCE

General Summary: We are seeking a dynamic and experienced Team Leader to oversee a team of financial/wealth advisor(s) and client service representative(s). The Team Leader will be responsible for managing premier client relationships, consulting on complex cases, and ensuring high-quality service delivery. The ideal candidate will have a strong background in financial advisory, exceptional leadership skills, superior communication skills, and the ability to foster a collaborative and high-performing team environment.

Overview

FLSA Status: Exempt

Reports to: CEO

More about BMSS Wesson Wealth Solutions: Our firm serves the complex advisory needs of our clients-business owners, corporate executives, high-income professionals, and families stewarding earnings or inherited wealth. Blending the art and science of wealth management, our team supports clients holistically in each dimension of their financial lives-providing advice on retirement, risk management, tax optimization strategies, investment management, effective wealth transfers, and business succession. Beyond financial planning and investment advice, we engage clients in a life impact stewardship journey, guiding them to make their dreams a reality, with outcomes of generosity, legacy, service, healthy family dynamics, and impact investing.

Principal Duties and Responsibilities

Supervisory Responsibilities

• Team Management: Lead and supervise a wealth management team including financial/wealth advisor(s) and client service representative(s). Provide guidance, coaching, and mentorship to ensure team cohesion and performance excellence.

• Client Relationship Management: Manage premier client relationships, handling complex cases and consulting with advisors and home office professionals to deliver comprehensive financial solutions.

• Business Development and Community Engagement: Lead in building and maintaining relationships with key influencers in the market.

• Goal Setting and Alignment: Establish team goals aligned with organizational objectives, monitor progress, and ensure achievement through effective performance management. Build and maintain a close working relationship with BMSS Advisors & CPAs and other CPAs as referral sources.

• Training and Development: Identify training needs, provide ongoing coaching, and support professional development opportunities for team members.

• Operational Excellence: Ensure efficient operations within the team, optimizing processes and workflows to enhance service delivery and client satisfaction.

Essential Functions

• Follows financial and operational aspects of the business, making decisions that impact organizational success.

• Monitors trends and developments affecting organizational direction, programs, and strategies.

• Aligns organizational actions with vision, mission, and values, adapting strategies to meet future trends.

• Prioritizes initiatives and improves team performance through effective leadership and strategic planning.

• Communicates persuasively, understanding complex needs and adjusting communication for diverse audiences.

• Inspires change initiatives, overcoming resistance through proactive engagement and consultation.

• Develops people through tailored development plans, recommending resources and providing constructive feedback.

• Builds trust, resolves conflicts sensitively, and encourages diverse viewpoints within the team.

• Challenges assumptions and practices with earned trust, navigates challenging conversations, and supports individuals through obstacles.

• Makes confident decisions in complex situations, balancing conflicting interests and communicating effectively.

• Consults with stakeholders, makes timely decisions, and assumes responsibility for outcomes.

• Manages resources effectively, identifying needs and ensuring timely delivery within assigned responsibilities.

Job Specifications

Experience Requirements

• Minimum 10 years of experience in the financial advisory business, with at least 3-5 years in a leadership or supervisory role

• Proven track record in managing client relationships and leading teams in a financial services environment dealing with high-net-worth families and business owners

• Excellent communication and interpersonal skills with the ability to motivate and inspire team members

• Strong strategic planning and execution abilities

Education Requirements

Bachelor's degree

Required Licenses and/or Designations

CFP® or other wealth industry professional designation

Series 65

Preferred Experience, Education, and Training

• MBA preferred

• Additional wealth industry designation(s) preferred

Ideal Candidate DNA

• Accountability: Takes ownership of outcomes, proactively shares resources, and improves accountability within the team.

• Relationship Building: Initiates and maintains strong relationships, fostering a collaborative and team-oriented culture.

• Adaptability: Quickly adapts to changing circumstances and industry trends, leading teams through transitions effectively.

• Innovation: Drives innovation and improvement initiatives, continuously seeking opportunities to optimize team performance and service delivery.

• Resilience: Demonstrates composure in challenging situations, inspiring confidence and motivation within the team.

• Curiosity and Development: Displays a commitment to ongoing learning and discovery, encourages personal and professional development among team members.

• Integrity: Upholds high ethical standards and integrity, earning trust through consistent actions and decisions.

The statements above are not designed to cover or contain a comprehensive listing of competencies, activities, duties, or responsibilities that are required of the job. Duties, responsibilities, and activities may change at any time with or without notice.