Resident Manager
Core
Drive revenue, manage risk, and build a book of business for a smaller producing branch office while maintaining superior client service and leading a team of Financial Advisors.
Role type
Senior IC branch manager (wealth management)
Builds
Client relationships and branch sales performance
Domain
Financial services / Wealth management
Required skills
Client prospecting and relationship management, fiscal management, personnel management, regulatory compliance, team leadership, sales strategy, product knowledge, mentoring
Preferred skills
None stated
Technologies
None stated
Responsibilities
Build a client base of high net worth households, manage client investment needs, drive sales and business growth, lead and mentor Financial Advisors, ensure regulatory and legal compliance, manage branch financial performance
Seniority
Senior, hands-on IC