Vice President, Regional Branch Manager
Core
Lead regional branch operations and profitability for the W2 advisor channel, supporting advisor growth, retention, and recruitment.
Role type
Senior leadership branch manager (financial services)
Builds
Regional branch profitability and advisor team performance
Domain
Wealth management / Financial services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Branch management, advisor retention, team recruitment, profitability analysis, strategic planning, operational execution, talent management
Preferred skills
Multi-branch management, wealth management experience, change leadership, executive presence
Technologies
None stated
Responsibilities
Partner with advisors to create and implement business growth; Maintain high advisor retention and satisfaction; Support recruitment of advisors and transition new teams; Balance advisor relationships with model profitability
Seniority
Senior, hands-on IC with strategic leadership