Non Producing, Branch Manager
Core
Drive revenue, increase profit before taxes, manage risk, and lead a branch team of Financial Advisors to serve High Net Worth households.
Role type
Senior branch manager (non-producing)
Builds
Branch sales performance and team capacity
Domain
Wealth management / Financial services
Required skills
Branch management, team building, recruitment and retention, sales strategy, compliance and risk management, fiscal management, coaching and mentoring, regulatory knowledge
Preferred skills
Strategic partner relationship management, market share growth, diversity and inclusion initiatives
Technologies
Series 7, 8, 66, 31, 63, 65, 9, 10, 6
Responsibilities
Drive sales and business growth, recruit and retain Financial Advisors, ensure regulatory and legal compliance, manage branch financial performance, coach and mentor advisors, lead team meetings and initiatives
Seniority
Senior, hands-on IC