Mgr, Field Leader Support

The Manager, Field Leader Support leads and develops a team of administrative support roles (Executive Assistants and/or Senior Administrative Assistants) to deliver consistent, high-quality support aligned to leader needs and enterprise standards.
Partners with the Director of Field Operations team, Area Vice Presidents (AVPs), and Area Operations Leads (AOLs) to ensure administrative support is effectively deployed to meet defined priorities. Owns the performance, capacity, and capability of the administrative support function (EA and SAA), enabling field leaders to focus on business results, talent, and advisor outcomes.
This can be a remote position within the US.
DUTIES & RESPONSIBILITIES:
Team Leadership & Change Management
Lead, coach, and develop a team of Executive Assistants (EAs) and/or Senior Administrative Assistants (SAAs), ensuring alignment to clear role expectations and consistent service delivery
Drive performance management, including hiring, onboarding, coaching, development planning, and performance reviews
Establish consistent team practices (e.g., 1:1s, team meetings, training, and development routines)
Build team capability through ongoing training, upskilling, and alignment to enterprise standards
Foster a culture of accountability, continuous improvement, and strong stakeholder partnership
Partner with AVPs and Area Operations Leads to support adoption of change initiatives, ensuring support team readiness, training, and consistent execution
Reinforce adoption of new tools, processes, and ways of working by providing clear guidance and expectations across support roles
Administrative Support Delivery & Alignment
Ensure consistent, high-quality administrative support is delivered to AVPs and frontline leaders across Areas
Deploy support resources effectively based on leader needs, priorities, and capacity demands
Reinforce role clarity and appropriate use of EA and SAA support to ensure leaders focus on highest-value activities
Resolve issues between leaders and support staff, ensuring alignment and effective partnership
Ensure support roles operate within defined scope and menu of services
Expense Management & Financial Coordination
Oversee execution of Area-level expense processes, ensuring accuracy, timeliness, and compliance with enterprise guidelines
Ensure expenses (e.g., invoices, reimbursements, corporate card activity, travel) are processed and submitted in alignment with SLAs and finance requirements
Provide direction and oversight to support staff on expense submission, tracking, and documentation standards
Maintain visibility into Area spend and support preparation of summaries and tracking for leader review
Partner with centralized finance and accounts payable teams to resolve issues, provide required documentation, and ensure smooth processing
Ensure accurate tracking of financial elements such as FA rent, chargebacks, and reimbursements
Process Improvement & Best Practice Alignment
Partner with Director of Field Operations and peer team to implement and scale best practices for administrative support across Areas
Identify opportunities to improve efficiency, consistency, and service delivery across support roles
Drive adoption of standardized processes, tools, and practices
Provide feedback on pain points and opportunities to enhance support models and workflows
Project & Ad Hoc Support
Ensure support team execution of initiatives aligned to priorities defined by AVPs and Area Operations Leads, in alignment of support staff menu of services
Coordinate support staff contributions to cross-functional efforts, ensuring timelines and deliverables are met
Maintain accountability for delivery quality through support roles
Provide visibility into execution progress, risks, and capacity to Area Operations Leads and AVPs
Support additional operational or administrative needs as required
Describe below the audience this role will interact with and level of influence they will have on those roles.
Directly manages large team of administrative support staff (SAAs and EAs)
Partners closely with:
Area Vice Presidents (AVPs)
Director of Field Operations
Area Operations Leads
Field leaders and staff
Enterprise and centralized support teams
Influences outcomes through alignment, coordination, and disciplined execution
QUALIFICATIONS & SKILLS:
Required:
Bachelor’s degree or equivalent experience
5+ years of experience leading others and driving execution of operational or strategic priorities
Demonstrated experience in budget management and financial oversight, including expense tracking and controls