Branch Manager, Producing
Core
Drive revenue, manage risk, and build a book of business for high net worth households while leading a team of Financial Advisors.
Role type
Producing Branch Manager
Builds
Wealth management client relationships and branch sales performance
Domain
Financial Services / Wealth Management
Required skills
Client prospecting and relationship management, Team leadership and recruitment, Sales strategy and marketing, Regulatory compliance and risk management, Financial product knowledge, Fiscal management
Preferred skills
Experience in lateral recruiting, Diversity and inclusion initiatives, Mentorship of Financial Advisors
Technologies
Series 7, 8, 66, 31
Responsibilities
Build a client base of high net worth households, Manage client investment needs consistent with firm policies, Drive sales and market share growth, Recruit and retain Financial Advisors, Ensure regulatory and legal compliance, Lead and mentor the branch team
Seniority
Senior, hands-on IC