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intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best – as people and businesses - by working together and always striving to get better without fearing failure.
We’re not looking for a ‘culture fit’. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn’t about finding the person who fits in; we want people who stand out.
Who is intelliflo?
Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Please use the template below to create a Job Posting for your Requisition. Review the Career Track / Level Criteria at the bottom of this template and ensure the job posting matches accordingly.
Your Team
[Department summary, 4-5 sentences max]
Your Role
[A brief description of the job and its purpose – 4-5 sentences max]
You Will Be Responsible For:
• [We recommend 8 bullet points or fewer. Manager’s discretion]
The Experience You Bring:
• [We recommend 8 bullet points or fewer. Manager’s discretion]
**The information below comes from the Job Leveling Guide and is meant to assist you in writing the job description. Please delete once you have completed the job description.**
General Role Profile
• Manages Business Services employees
• Sets priorities for the Team to ensure task completion
• Coordinates work activities with other Team Leaders
Knowledge
• Requires understanding and application of fundamental business concepts and procedures and practices in own job family
Business Acumen
• Applies understanding of how own Team is impacted by upstream work of other Teams
Problem Solving
• Uses judgment to identify and resolve day-to-day problems where problems are typically well-defined and of limited scope and complexity
Impact
• Impacts the level of service and own Team’s ability to meet quality, volume, and timeliness objectives within own Area
Leadership
• Has formal supervisory responsibilities
• Sets priorities and coaches staff to meet deadlines
Influence and Partnership
• Uses tact and diplomacy to exchange information and address sensitive issues
• May be required to interact with outside customers, vendors, or suppliers
intelliflo’s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process.
What’s in it for you?
intelliflo offers industry-leading Total Rewards that help you thrive – in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more.
Our commitment to diversity, equality, and inclusion
Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today’s evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
