PWM Market Manager
Core
Drive revenue, increase profit before taxes, and manage risk across assigned branches while leading Financial Advisors and supporting teams.
Role type
Senior leadership manager for wealth management branches
Builds
Wealth management branches and sales teams
Domain
Financial services / Wealth Management
Deliverable
client delivery
Required skills
Sales strategy, team leadership, risk management, regulatory compliance, talent recruitment, financial analysis
Preferred skills
Strategic planning, mentorship, business development
Technologies
N/A
Responsibilities
Drive sales and profitability across branches, recruit and retain Financial Advisors, ensure regulatory compliance and risk management, lead team development and training, execute corporate marketing initiatives, manage branch operations and staff performance
Seniority
Senior, hands-on IC with management oversight
