Confidential
Vice President of Branch Management
Confidential, San Francisco, California, United States, 94199
Vice President of Branch Management
About the Company
Join a profitable broker and financial advisory firm that stands out in the financial services industry.
Industry
Financial Services
Type
Public Company
Founded
1989
Employees
5001-10,000
Categories
Financial Services
Consulting & Professional Services
Brokerage
Finance
Investment Banking
Employee Advisor
Financial Advisor
Financial Professional
Strategic Wealth Services
Registered Investment Advisor
About the Role
The company is seeking a dynamic Vice President of Branch Management to lead in supporting financial advisors across multiple branches. This critical role focuses on driving regional profitability while harnessing a deep understanding of the W2 advisor model. You will partner with advisors to formulate and implement effective business growth strategies, ensuring high levels of advisor retention and satisfaction. Additionally, you will play a key role in the recruitment and transition of new teams.
The ideal candidate will be an exceptional collaborator and strategic thinker, with a proven track record in talent management and operational excellence. To qualify, you should have at least 7 years of branch experience, a Bachelor's degree, and relevant financial services licenses. Core competencies for success include strategic agility, problem-solving, decision-making, and talent management.
This role demands strong interpersonal skills to build and sustain relationships, coupled with integrity and professionalism. Experience in both branch and home office operations, along with a background in wealth management and recruiting, is preferred. A highly strategic mindset, capable of influencing at all levels, is essential as is leading change with strong executive presence.
Hiring Manager Title
National Branch Manager
Travel Percent
Less than 10%
Functions
Finance