Complex Director, California (Golden Sierra)
Core
Own and accelerate growth across Northern California and Nevada, leading a multi-office complex with full P&L accountability.
Role type
Complex Director (Financial Services)
Builds
Multi-office complex with full P&L accountability
Domain
Financial Services / Wealth Management
Required skills
P&L management, strategic planning, team leadership, business development, performance coaching, regulatory compliance, network building
Preferred skills
Master's degree, CFP designation
Technologies
None stated
Responsibilities
Lead branch and associate managers, advisors, and operations staff; Execute recruiting strategy and onboarding plans; Drive profitable organic growth of key metrics; Conduct regular coaching and performance reviews; Ensure brand standards, client service, and legal compliance; Perform front-line and second-level supervision of sales activities.
Seniority
Senior, hands-on IC