Branch Manager - Wexford, PA

Janney•Sewickley, PA

About The Position

The Branch Manager (BM) is responsible for the overall management and supervision of the branch office. The Wexford Branch Manager will report to the Pittsburgh Complex Manager. The BM is responsible for managing all aspects of the business of the branch including the growth of revenue, the recruiting of Financial Advisors (FAs), and risk management. Major Responsibilities: Responsible for all supervision as required by firm policy and procedure. That includes but is not limited to the daily reviews of all client transitions, monthly review of all active client accounts, review all sales correspondences, and seminar materials, review of all e-mails and fax transmissions and all new account forms, updates to new account information and address changes Develop a communication plan within the branch to ensure that firm news and communication is reaching all Financial Advisors Remain knowledgeable of all industry rules and regulations as well as firm policy and procedures Works closely with the Financial Advisors and Complex Manager to develop individual business plans to increase production and gather assets Coordinate firm resources to facilitate the professional development of the Financial Advisors and of the branch staff Ensure Financial Advisors participate in weekly sales calls, product sponsor meetings and training opportunities Work closely with the Marketing Department to ensure that the Janney name and brand is actively marketed within their community

Requirements

BA/BS in business or related area is preferred, and an MBA is a plus
8-10 years of related management experience in the retail brokerage industry is preferred
Professional Licenses: Series 7, 9 and 10, 24, 63, and 66 licenses
CIMA/CFP/CFA or related designations is preferred
Ability to motivate; lead, and inspire branch office FAs and support staff
Must have excellent skills in critical thinking, problem solving, communication and customer relationship building.
A strong understanding of the financial services regulatory landscape
Innovative and creative
Establish and foster strong community relations
Proven skill in public speaking and giving group presentations.
Proven skill in managing multiple tasks and in establishing priorities.
Ability to coordinate efforts with all areas of branch operations and home office.
Ability to work under pressure and meet deadlines.
Continually fosters team spirit among throughout the branch, particularly between FAs and support staff
High ethical standards

Nice To Haves

BA/BS in business or related area is preferred, and an MBA is a plus
8-10 years of related management experience in the retail brokerage industry is preferred
Professional Licenses: Series 7, 9 and 10, 24, 63, and 66 licenses
CIMA/CFP/CFA or related designations is preferred

Responsibilities

Responsible for all supervision as required by firm policy and procedure.
Develop a communication plan within the branch to ensure that firm news and communication is reaching all Financial Advisors
Remain knowledgeable of all industry rules and regulations as well as firm policy and procedures
Works closely with the Financial Advisors and Complex Manager to develop individual business plans to increase production and gather assets
Coordinate firm resources to facilitate the professional development of the Financial Advisors and of the branch staff
Ensure Financial Advisors participate in weekly sales calls, product sponsor meetings and training opportunities
Work closely with the Marketing Department to ensure that the Janney name and brand is actively marketed within their community