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 cohesive team.
Role type
Senior IC branch manager (wealth management)
Builds
Client relationships, branch sales performance, and team capabilities
Domain
Wealth management / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
prospecting, client relationship management, fiscal management, personnel management, regulatory compliance, sales strategy, team leadership, coaching, risk management
Preferred skills
understanding of firm products and strategic partners, translating competitor offerings, identifying growth trends, executing supervisory plans
Technologies
Series 7, 8, 66, 31, 63, 65, 9, 10, 3
Responsibilities
Build a client base of high net worth households, manage client investment needs consistent with firm policies, recruit and direct the sales force, build an effective branch team, lead branch efforts in sales and client-centered approach, ensure regulatory and legal compliance
Seniority
Senior, hands-on IC