GFWM Mission Statement
Genworth Wealth Management serves independent financial advisors who build great businesses by making a difference in the lives of their clients. As advocates for our advisors’ livelihoods as well as the goals and dreams of their clients, we take a proactive role in teaching intelligent portfolio construction and how the management of risk instills confidence, clarity and calmness in all market conditions.
We offer a flexible combination of institutional and boutique investment strategies customized to individual goals and circumstances. We stay involved dedicated teams whose creative contributions help promote better outcomes for advisors’ practices and their investors’ portfolios. At the highest level, our product is a relationship of trust and dependability, which aligns the interests of both advisor and investor.
A successful New Business Case Manager will bring a continuous improvement mindset to a growing asset management operation. Examples of responsibilities of a Case Manager include:
*Process new business in a key team role supporting GFWM's Referrer and Advisory distribution channel serving independent investment advisors and their clients.
*Take individual ownership for delivery on cycle-time, accuracy, and compliance standards on all new business applications as part of a high-performance team of accountable, self-directed professionals.
*Process new applications and accounts that are in good order (IGO) within cycle-time and accuracy standards.
*Must satisfy advisors with timely, complete, knowledgeable and responsive communications regarding work that is not in good order (NIGO) assisting the advisors in resolving open issues.
*Handle new accounts from Initial Work Review to account set-up and funding.
*Must demonstrate proficiency quickly in all aspects of new business processing, new business requirements, and responsive advisor communications.
*Need to be able to flex to perform various operational tasks as needed.
*Must communicate effectively with functional peers and leaders in related functional areas, such as Quality, Investor Services, Transfers and Global Support processes in order to create an excellent customer service experience consistent with Genworth values.
*Energetic, eager to learn, willing to cooperate
*Superior written and verbal communication skills
*Excellent interpersonal skills
*Ability to develop plans and follow through to a successful conclusion
*Ability to excel in a dynamic, fast-paced environment
*Ability to multi-task
*Excellent organization skills
*Proficiency in Microsoft Office
*Comfort with being a “team player” and doing whatever is needed, big or small
*Able to get along with diverse personalities
*Self-motivated with ability to work independently and under direction
*Follow all firm processes, procedures, and protocols
*Courteous and professional demeanor on the phone/web with customer interactions and internally with peers/other functions.
*Consistently demonstrates a high degree of productivity
* Series 6 or 7 license
* 2+ years of experience in the brokerage industry/banking
* 1+ year of data entry experience
* 1+ year of customer service experience
**The shifts for this position may vary. We are looking for individuals who can work 9:00-5:30, 9:30-6:00, or 10:00-6:30 Monday through Friday. Overtime is often requested.**
Genworth Financial, Inc. is a leading Fortune 500® insurance holding company dedicated to helping people secure their financial lives....