Branch Manager (Houston, TX)
Core
Manage a retail branch office of Raymond James, overseeing compliance, sales goals, and Financial Advisors to drive profitability and client service.
Role type
Senior IC branch manager (financial services)
Builds
Retail branch operations and client portfolios
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
compliance oversight, budget management, team supervision, sales strategy, client relationship management, regulatory adherence
Preferred skills
strategic planning, performance appraisal, community representation
Technologies
office software, databases, spreadsheets
Responsibilities
Evaluate branch structure and strategic plans, oversee daily trading and office activities, supervise Financial Advisors and support staff, manage revenue and expense budgets, resolve client complaints, coordinate personnel licensing and registrations
Seniority
Senior, hands-on IC