Quad City Bank & Trust
  • 07-Jul-2020 to Until Filled (CST)
  • Investment Center Services
  • Davenport, IA, USA
  • Full Time

Quad City Bank & Trust is looking for an Investment Center Operations Manager to lead our Investment Center team!  This position will coordinate all aspects of the operations and marketing activities in the Investment Center, which includes the brokerage (LPL) and Registered Investment Advisor business lines.  This position will also supervise the Investment Center Administrative staff and be responsible for all operations of the Investment group.  They will be actively involved in support of the Financial Advisors in the sames and services of investment, fiduciary and insurance products through a full service brokerage platform and Registered Investment Advisor.  Through this support, they will be accountable for assisting in the achievement of sales revenue goals as determined by management and will be accomplished through customer contact, client communication, relationship building, ongoing support of business development activities, referral activity management, etc.

Ideal candidates will have a college degree or equivalent work experience, Series 7 and 63 or 66 securities license, Brokerage/RIA office or sales experience, LPL platform experience, excellent computer skills, strong communication and organizational skills, and the ability to interpret and analyze financial information.  Must also obtain the ability to supervise and motivate others.  Pre-employment credit check, background check, and drug screen is also required.

Quad City Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees. Quad City Bank & Trust opened in 1994 to provide the community with a local bank with a focus on building client relationships and hiring the best people to provide the best service, and that is still our #1 focus today. We are People you can bank on.

 

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Quad City Bank & Trust
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