业务拓展台经理

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

• Lead, coach, and develop a team of Onboarding Specialists, driving high performance, new new assets and professional growth

• Ensure all team goals are being met/exceeded, including gross deposits (COV), agent productivity (opportunities worked) and limiting/addressing all Compliance infractions.

• Oversee customer interactions from a team of Onboarding Specialists ensuring compliance with all RegBI, telemarketing rules and internal policies.

• Create a culture of high performance while reinforcing policies, supervisory procedures, and regulatory standards

• Partner cross-functionally with our customer facing partners, product, compliance, legal, and external service providers to improve workflows, expand capabilities, and enhance the customer experience

• Monitor and improve team performance through data, coaching, and process optimization, identifying opportunities to scale impact efficiently

• Ensure high-quality documentation and adherence to firm and regulatory standards across all customer interactions

• Support escalation management and complex customer situations, providing guidance and oversight where needed

• Drive initiatives to increase customer engagement, including asset consolidation, product adoption, and deeper relationship development

• Bring a strong customer-first mindset, fostering a culture of empathy, clarity, and trust in all client interactions

What you bring

• Clean U5

• Current SIE, Series 7 and 66

• Series 24 or 9/10

• 5+ years experience in sales coaching/leadership, or related financial services roles

• Ability to guide agents through the sales process and develop their skills in uncovering assets through consultative engagement

• Demonstrated ability to support asset consolidation, deepen client relationships, and increase engagement with financial products in a compliant, customer-first manner

• Commitment to acting in the customer’s best interest while adhering to all regulatory requirements

• The ability to thrive in a dynamic and evolving environment, with a constant drive to increase and enhance the value of our offering.

• A willingness and aptitude to leverage AI tools to enhance productivity and drive innovation within your role.

Leadership expectations

Our ambitious roadmap requires a great culture shaped by exceptional leaders. Here’s what we expect from them:

• Drive high performance by setting clear, focused goals, giving real-time feedback, stretching top talent, and scaling impact through focus, innovation, and tech.

• Hire and retain top talent by setting a high bar, hiring only those who raise it, investing in onboarding, and addressing talent issues quickly and fairly.

• Create community by connecting work to purpose, removing friction while prioritizing safety, building trust and inclusion, and leading from the front with integrity.

• Challenging, high-impact work to grow your career.

• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.

• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.

• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.

• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.

• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!

• Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $123,000 — $145,000 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $109,000 — $128,000 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $96,000 — $113,000 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.