Vice President, Regional Branch Manager
Core
Lead and expand a region of W2 financial advisors, driving profitability, retention, and business growth while supporting succession planning.
Role type
Senior executive branch leader (Vice President/Regional Branch Manager)
Builds
Profitable regional branches and advisor teams within the independent employee channel
Domain
Financial services / Wealth management
Required skills
Branch management, advisor recruitment, succession planning, profitability management, team building, strategic planning, operational execution, talent management, stakeholder advocacy
Preferred skills
Multi-office management, wealth management recruiting, executive presence, change leadership, industry dynamics awareness
Technologies
Fintech tools, practice management services
Responsibilities
Partner with advisors to create and implement business growth; Maintain high advisor retention and satisfaction; Support recruitment of advisors and transition new teams; Build and maintain strong advisor relationships while balancing profitability
Seniority
Executive, strategy & mentorship