Strittmatter Wealth Management Group
Wealth Management Branch Manager
Strittmatter Wealth Management Group, Fort Worth, Texas, United States, 76102
1 week ago Be among the first 25 applicants
Wealth Management Branch Manager – Base pay and overview
This range is provided by Strittmatter Wealth Management Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range : $150,000.00/yr - $500,000.00/yr Wealth Management Branch Manager
– Shape Your Destiny and Lead with Impact! Are you a decisive, results-oriented leader ready to seize an unmatched opportunity? Strittmatter Wealth Management Group, LLC (SWMG) is actively seeking an extraordinary and seasoned Wealth Management Branch Manager for our home office – a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will play a key role in scaling out a multi-office, boutique RIA. This is not just a management role; it is an opportunity to build, innovate, and directly influence the strategic trajectory of a rapidly growing firm. If you thrive on challenge, crush goals, and are ready to leave a lasting mark, this is your next power move. We are looking for someone who is personable, charismatic, a natural mentor, and who embodies the highest integrity, always prioritizing the client. This career path offers unlimited income and career growth potential, a trajectory unmatched in the industry. Why Strittmatter?
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning for high-net-worth clients and business owners. We operate as an independent investment firm offering unique investment options including Alternative Investments, Private Real Estate portfolios, and access to world class Institutional Managers. For more information about our firm visit strittmatterwealth.com. Job Duties and Responsibilities – Command Your Impact
Strategic Leadership:
Lead, mentor, and empower a dynamic team of financial advisors and support staff. Your leadership will directly shape their success. Performance Accountability:
Conduct weekly team meetings, set clear expectations, analyze performance, and implement targeted strategies for continuous improvement. Objective-Driven Growth:
Develop and rigorously implement Objectives and Key Results (OKRs) for the branch, tracking progress with precision and ensuring alignment with ambitious company goals. Talent Acquisition Maverick:
Continuously identify and recruit the next level of elite talent, building a formidable sales force. Data-Driven Decisions:
Master the tracking and reporting of sales numbers weekly, leveraging data to inform strategic adjustments and optimize outcomes. Sales Force Development:
Drive the ongoing development of the company-wide sales team, elevating performance to exceptional levels. Conversion Specialist:
Provide expert assistance in the conversion of company-provided prospects and self-generated referrals into loyal clients, utilizing a proven, systematic sales process for sales representatives. This includes coaching on effective disqualification and pain-focused questioning to ensure quality client acquisition. Seamless Client Integration:
Oversee the onboarding of new clients through their crucial first year, ensuring a smooth and successful transition. Comprehensive Financial Planning Oversight:
Guide the financial planning process from start to finish for each client, including: Directing the paraplanner team in the precise preparation of financial plans using eMoney and other cutting-edge financial planning software. Overseeing the paraplanner team in the creation of customized, results-driven financial recommendations. Approving the paraplanner team's preparation of sophisticated portfolio designs and recommendations. Ensuring compelling presentation of recommendations to clients. Technology Titan:
Utilize and integrate the newest technology advancements to find practice efficiencies. AI is our future, and we want to be leading the way. Operational Excellence:
Participate in the coordination of daily operations and the meticulous review of daily completed tasks, ensuring operational integrity. Compliance Guardian:
Guarantee strict adherence to all compliance notations. Marketing Innovation:
Contribute to the development of impactful marketing materials that resonate with high-net-worth clients. Strategic Initiatives:
Perform other duties and responsibilities as assigned, with a focus on driving core business objectives. Job Requirements – Your Foundation for Success
Executive Experience:
Minimum of 10+ years of proven financial industry experience in a managing role. Individual Sales Mastery:
Demonstrated strong individual sales performance, showcasing the ability to lead and also produce results. Recruitment Prowess:
Expertise in sales team recruiting and onboarding. Transformational Development:
A verifiable history of developing sales teams to exceptional levels of performance. Client Conversion Authority:
A verifiable history of new client conversion and onboarding. Elite Certifications:
Certified Financial Planner (CFP) designation or Series 65 license. Essential Licensing:
Life,Vision, and Health Insurance license. Advanced Education:
Bachelor’s degree or higher-level degree in management. Leadership Development:
Extensive Management Training and Certifications. Market Acumen:
Deep knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products. Regulatory Command:
Comprehensive knowledge of concepts and regulations related to financial planning. Tech Savvy:
Proficient knowledge of financial related technology, software planning tools, and presentations. Software Proficiency:
MS Excel, Word, Outlook and PowerPoint proficiency to produce presentations, correspondence, electronic communication; maintain spreadsheets and databases. Skills Necessary – Your Competitive Edge Consultative Sales Approach:
A professional, consultative sales approach that builds trust and fosters long-term relationships, understanding client needs deeply to avoid "premature presentation." Recruitment & Onboarding Excellence:
Superior skills in attracting, evaluating, and integrating top talent. Analytical Acumen:
Exceptional tracking and reporting capabilities for precise performance measurement. Organizational Mastery:
Strong organization and time management skills to prioritize workload, handle multiple tasks, and consistently meet demanding deadlines. Clarity in Communication:
Ability to distill complex topics into easy-to-understand language. Precision & Quality:
Detail-oriented to ensure the highest quality standards are met without impeding workflow. Follow-Through:
Skill in persistent follow-up to ensure complete resolution and task completion. Presentation & Data Management:
Ability to produce compelling presentations, professional correspondence, and meticulously maintain spreadsheets and databases. Strategic Presentation:
Ability to synthesize client financial needs and goals into a succinct, professional presentation outlining their optimal options. Interpretive Intelligence:
Capability to read and interpret technical and legal documents, applying the information effectively. Client-Centric Excellence:
Provide a high level of customer service in a calm, courteous, and professional manner, always aiming to understand their "pain" before offering solutions. Autonomous Collaboration:
Ability to excel independently while also contributing powerfully within a team environment. Software Used – Your Toolkit for Dominance Industry specific software (Morningstar, eMoney and VeoOne). Mission Statement:
Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve. Company Values:
To Learn more about our company values, go to strittmatterwealth.com/about/our-values/ Company Goals: Grow revenue by 30-50% per year Grow sales force by 50% per year Expand offering to new verticals each year Provide advanced planning strategies to high-net worth clients Why Join Us?
Long term career focused
company with unlimited growth opportunities Competitive compensation
with performance-based bonuses. Comprehensive benefits package , including medical, dental, vision, disability, and life insurance. 401(k) with company match
to support your financial future. A professional, collaborative, and growth-oriented work environment. We look forward to meeting you! Seniority level:
Director Employment type:
Full-time Job function:
Finance, Sales, and Management We are not including non-essential job board boilerplate or links in this refined description. This version keeps the core responsibilities and qualifications, and presents them in a structured, accessible format.
#J-18808-Ljbffr
This range is provided by Strittmatter Wealth Management Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range : $150,000.00/yr - $500,000.00/yr Wealth Management Branch Manager
– Shape Your Destiny and Lead with Impact! Are you a decisive, results-oriented leader ready to seize an unmatched opportunity? Strittmatter Wealth Management Group, LLC (SWMG) is actively seeking an extraordinary and seasoned Wealth Management Branch Manager for our home office – a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will play a key role in scaling out a multi-office, boutique RIA. This is not just a management role; it is an opportunity to build, innovate, and directly influence the strategic trajectory of a rapidly growing firm. If you thrive on challenge, crush goals, and are ready to leave a lasting mark, this is your next power move. We are looking for someone who is personable, charismatic, a natural mentor, and who embodies the highest integrity, always prioritizing the client. This career path offers unlimited income and career growth potential, a trajectory unmatched in the industry. Why Strittmatter?
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning for high-net-worth clients and business owners. We operate as an independent investment firm offering unique investment options including Alternative Investments, Private Real Estate portfolios, and access to world class Institutional Managers. For more information about our firm visit strittmatterwealth.com. Job Duties and Responsibilities – Command Your Impact
Strategic Leadership:
Lead, mentor, and empower a dynamic team of financial advisors and support staff. Your leadership will directly shape their success. Performance Accountability:
Conduct weekly team meetings, set clear expectations, analyze performance, and implement targeted strategies for continuous improvement. Objective-Driven Growth:
Develop and rigorously implement Objectives and Key Results (OKRs) for the branch, tracking progress with precision and ensuring alignment with ambitious company goals. Talent Acquisition Maverick:
Continuously identify and recruit the next level of elite talent, building a formidable sales force. Data-Driven Decisions:
Master the tracking and reporting of sales numbers weekly, leveraging data to inform strategic adjustments and optimize outcomes. Sales Force Development:
Drive the ongoing development of the company-wide sales team, elevating performance to exceptional levels. Conversion Specialist:
Provide expert assistance in the conversion of company-provided prospects and self-generated referrals into loyal clients, utilizing a proven, systematic sales process for sales representatives. This includes coaching on effective disqualification and pain-focused questioning to ensure quality client acquisition. Seamless Client Integration:
Oversee the onboarding of new clients through their crucial first year, ensuring a smooth and successful transition. Comprehensive Financial Planning Oversight:
Guide the financial planning process from start to finish for each client, including: Directing the paraplanner team in the precise preparation of financial plans using eMoney and other cutting-edge financial planning software. Overseeing the paraplanner team in the creation of customized, results-driven financial recommendations. Approving the paraplanner team's preparation of sophisticated portfolio designs and recommendations. Ensuring compelling presentation of recommendations to clients. Technology Titan:
Utilize and integrate the newest technology advancements to find practice efficiencies. AI is our future, and we want to be leading the way. Operational Excellence:
Participate in the coordination of daily operations and the meticulous review of daily completed tasks, ensuring operational integrity. Compliance Guardian:
Guarantee strict adherence to all compliance notations. Marketing Innovation:
Contribute to the development of impactful marketing materials that resonate with high-net-worth clients. Strategic Initiatives:
Perform other duties and responsibilities as assigned, with a focus on driving core business objectives. Job Requirements – Your Foundation for Success
Executive Experience:
Minimum of 10+ years of proven financial industry experience in a managing role. Individual Sales Mastery:
Demonstrated strong individual sales performance, showcasing the ability to lead and also produce results. Recruitment Prowess:
Expertise in sales team recruiting and onboarding. Transformational Development:
A verifiable history of developing sales teams to exceptional levels of performance. Client Conversion Authority:
A verifiable history of new client conversion and onboarding. Elite Certifications:
Certified Financial Planner (CFP) designation or Series 65 license. Essential Licensing:
Life,Vision, and Health Insurance license. Advanced Education:
Bachelor’s degree or higher-level degree in management. Leadership Development:
Extensive Management Training and Certifications. Market Acumen:
Deep knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products. Regulatory Command:
Comprehensive knowledge of concepts and regulations related to financial planning. Tech Savvy:
Proficient knowledge of financial related technology, software planning tools, and presentations. Software Proficiency:
MS Excel, Word, Outlook and PowerPoint proficiency to produce presentations, correspondence, electronic communication; maintain spreadsheets and databases. Skills Necessary – Your Competitive Edge Consultative Sales Approach:
A professional, consultative sales approach that builds trust and fosters long-term relationships, understanding client needs deeply to avoid "premature presentation." Recruitment & Onboarding Excellence:
Superior skills in attracting, evaluating, and integrating top talent. Analytical Acumen:
Exceptional tracking and reporting capabilities for precise performance measurement. Organizational Mastery:
Strong organization and time management skills to prioritize workload, handle multiple tasks, and consistently meet demanding deadlines. Clarity in Communication:
Ability to distill complex topics into easy-to-understand language. Precision & Quality:
Detail-oriented to ensure the highest quality standards are met without impeding workflow. Follow-Through:
Skill in persistent follow-up to ensure complete resolution and task completion. Presentation & Data Management:
Ability to produce compelling presentations, professional correspondence, and meticulously maintain spreadsheets and databases. Strategic Presentation:
Ability to synthesize client financial needs and goals into a succinct, professional presentation outlining their optimal options. Interpretive Intelligence:
Capability to read and interpret technical and legal documents, applying the information effectively. Client-Centric Excellence:
Provide a high level of customer service in a calm, courteous, and professional manner, always aiming to understand their "pain" before offering solutions. Autonomous Collaboration:
Ability to excel independently while also contributing powerfully within a team environment. Software Used – Your Toolkit for Dominance Industry specific software (Morningstar, eMoney and VeoOne). Mission Statement:
Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve. Company Values:
To Learn more about our company values, go to strittmatterwealth.com/about/our-values/ Company Goals: Grow revenue by 30-50% per year Grow sales force by 50% per year Expand offering to new verticals each year Provide advanced planning strategies to high-net worth clients Why Join Us?
Long term career focused
company with unlimited growth opportunities Competitive compensation
with performance-based bonuses. Comprehensive benefits package , including medical, dental, vision, disability, and life insurance. 401(k) with company match
to support your financial future. A professional, collaborative, and growth-oriented work environment. We look forward to meeting you! Seniority level:
Director Employment type:
Full-time Job function:
Finance, Sales, and Management We are not including non-essential job board boilerplate or links in this refined description. This version keeps the core responsibilities and qualifications, and presents them in a structured, accessible format.
#J-18808-Ljbffr