CRM Team Leader

🌟 We're Hiring: CRM Team Leader – Belfast 🌟
📍 Location: Belfast
💼 Full-time, permanent | Competitive salary + benefits

Are you a motivated leader with a passion for delivering exceptional client service? Do you have experience managing teams and driving high performance in SSAS pension schemes?

We’re looking for an experienced Team Leader to oversee and develop a team of Client Relationship Managers in Belfast. You will play a key role in ensuring high service standards, operational efficiency, and regulatory compliance.

What We’re Looking For

📈 Experience
• Experience of SSAS pension schemes (min 5 years)

• Experience of leading and developing a team
• Experience in a regulated environment, ensuring compliance with industry standards
• Experience in driving process improvements and enhance client experience

💡 Skills
• Strong leadership, coaching, and mentoring abilities
• Excellent communication and stakeholder management
• Ability to manage workloads, prioritise tasks, and ensure service delivery
• Knowledge of regulatory requirements and adherence to company procedures

What You’ll Do

✅ Lead, support, and develop a team of Client Relationship Managers
✅ Ensure high standards of client service and regulatory compliance
✅ Drive operational improvements to enhance efficiency and client outcomes
✅ Collaborate with senior stakeholders to implement best practices
✅ Monitor performance and provide regular feedback and development opportunities

Why Join Us?

Mattioli Woods is a leader in wealth management, providing tailored investment strategies and holistic financial solutions to high-net-worth individuals and businesses.

Joining our Belfast team means:

🌟 Playing a key role in shaping client experience
📈 Growing your career in a collaborative and professional environment
💡 Expanding your expertise in a well-established and growing business

📩 Apply now and be part of a forward-thinking company driving excellence in financial services