Market Manager
Core
Drive revenue, increase profit before taxes, and manage risk across assigned branches while leading Financial Advisors and supporting sales/marketing initiatives.
Role type
Senior IC market manager (wealth management)
Builds
Branch sales performance, team growth, and market share in High Net Worth households
Domain
Financial services / Wealth management
Required skills
Sales leadership, team building, regulatory compliance, financial product knowledge, recruitment and retention, strategic planning, risk management
Preferred skills
Experience managing substantial branch offices, ability to translate competitor offerings into firm products
Technologies
Series 7, 8, 66, 31, 63, 65, 66, 31
Responsibilities
Drive sales and profitability across branches, recruit and retain Financial Advisors, ensure regulatory compliance and risk management, lead team development and coaching, execute marketing initiatives, manage branch operations and performance reporting
Seniority
Senior, hands-on IC