Senior Coaching & Advice Service Manager

Moneybox

WorldwideFully remoteFull TimeSenior, ManagerFinance & Banking
Posted 4h ago

Why we think you can apply

Hiring model
Open worldwide · the employer states no country restriction
Work from
Anywhere, the UAE included

Posted 4 hours ago · apply link checked 4 hours ago

About the role

Responsibilities

  • Lead Moneybox's team of Financial Coaches and Advice Coaches
  • Own team competence and quality standards
  • Manage how technology, including video calls and AI, supports customer conversations before, during, and after calls
  • Oversee the shared service providing both non-advised coaching and regulated advice journey support
  • Collaborate with the Director of Advice, Senior Financial Advisers, and Head of Proposition

About the Company

Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, first-time home buying, and retirement planning. They are currently building a new personal financial advice service to make great advice available to everyone through a blend of technology and human care.

What we look for

  • Experience managing financial coaching or advice teams
  • Ability to set competence and quality standards
  • Experience integrating technology like video calls and AI into customer service
Financewealth managementAI
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