Non Producing, Branch Manager
Core
Drive revenue, increase profit before taxes, manage risk, and lead a branch of Financial Advisors to serve High Net Worth households.
Role type
Senior IC branch manager (wealth management)
Builds
Sales performance, branch growth, and cohesive teams of Financial Advisors
Domain
Wealth management / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Fiscal management, personnel management, compliance, recruitment and retention, sales strategy, team leadership, regulatory risk management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Drive sales and business growth by capitalizing on firm initiatives; build effective teams through hiring, recruiting, and training; act as a coach and mentor for Financial Advisors; ensure compliance with all Federal, State, and Local laws; manage risk for the branch regarding sales, human resources, and legal practices.
Seniority
Senior, hands-on IC
