Director & Assistant Market Leader, Private Wealth
Core
Lead Private Wealth branch/market operations, driving profitability, market share, and loyalty through recruitment, compliance, and staff development.
Role type
Senior leadership IC (Private Wealth Branch Director)
Builds
Private Wealth branch operations and client service experience
Domain
Financial Services / Wealth Management
Required skills
Strategic planning, team leadership, sales compliance, regulatory knowledge, stakeholder management, change management, business analysis, resource management, risk management, talent development
Preferred skills
Industry network, competitive insight, data-driven decision making, ambiguity management
Technologies
N/A
Responsibilities
Manage branch/market growth and profitability; Recruit and develop branch staff; Ensure adherence to compliance and regulatory requirements; Provide technical support and manage client escalations; Lead strategic initiatives and change management programs; Build internal and external stakeholder relationships; Monitor performance and address issues.
Seniority
Senior, hands-on IC with strategic input