VP, Branch Manager - National Branch - Greater Metro
About The Position
As a Branch Manager, you lead at the local market level by providing service, advice, and leadership. You inspire a team of financial professionals as they provide investment guidance and support to clients. You are responsible for increasing branch revenue and expanding its client base, working closely with Financial Consultants (FC) and Investment Consultants (IC) to implement large-scale and tactical sales strategies. Typical activities include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing best practices, and performing industry-related compliance and administrative tasks. The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- Active and valid Series 7 license.
- Active and valid Series 66 (63/65) license; may be obtained within 90 days of employment.
- Active and valid Series 9/10 license; may be obtained within 90 days of employment.
- Active and valid Life and Health Insurance license; may be obtained within 120 days of employment.
- Bachelor’s degree or equivalent, or equivalent work-related experience.
- At least 4 years of financial sales leadership experience.
Nice To Haves
- Active and valid FINRA Series 24 license.
- CFP, CFA, CIMA, and/or AAMS designation.
- Strong leadership, management, and motivational skills.
- Desire to lead, passion for sales management, and deep commitment to client service.
- Proficiency in establishing quality cross-enterprise partnerships.
- Excellent communication skills and a track record of success in sales and sales leadership.
Responsibilities
- Inspire and lead financial professionals as they provide investment guidance and support to clients.
- Increase branch revenue and expand the branch’s client base.
- Work with Financial Consultants and Investment Consultants to implement large-scale and tactical sales strategies.
- Provide sales coaching and manage sales processes.
- Deliver training and manage and recognize performance.
- Conduct client presentations.
- Interview prospective employees.
- Collaborate with business partners and share best practices.
- Perform compliance and administrative tasks characteristic of the industry.
Benefits
- Bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
