Vice President, Regional Branch Manager
Confidential - New Orleans, LA
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Vice President, Regional Branch Manager About the Company Profitable broker & financial advisory firm IndustryFinancial Services TypePublic Company Founded1989 Employees5001-10,000 Categories Financial ServicesConsulting & Professional ServicesBrokerageFinanceInvestment BankingSan DiegoEmployee AdvisorFinancial AdvisorFinancial ProfessionalLPLLPL FinancialLinsco AdvisorLinsco Private LedgerRIARegistered Investment AdvisorStrategic Wealth ServicesStrategic Wealth Services AdvisorInvestingFinancial Advisers Specialties independent broker/dealerinstitution servicesriaindependent advisorscustom clearing servicesand financial services Business Classifications B2B About the Role The Company is seeking a VP, Regional Branch Manager to play a pivotal role in the transformation of the financial advisory landscape. The successful candidate will be responsible for supporting the recruitment of financial advisors, building and maintaining strong advisor relationships, and ensuring the profitability of the region. This leadership position requires a comprehensive understanding of the W2 advisor model, strategic agility, and a focus on problem-solving, decision-making, and operational execution. The role also demands a strong talent management capability, including the ability to recruit, retain, and develop top professionals, and a commitment to high advisor retention and satisfaction. Applicants must have a minimum of 10 years experience in financial services, with a background in branch management and a proven track record in wealth management. The role calls for a highly strategic thinker with the ability to influence at all levels, lead change, and maintain a strong execution focus. Core competencies include the ability to motivate employees, build teams, and drive outcomes, as well as strong interpersonal and communication skills. A Bachelor's degree, relevant industry licenses, and a willingness to travel are required. The ideal candidate will have experience in both branch and home office settings and a deep awareness of industry dynamics and best practices. Hiring Manager TitleNational Branch Manager Travel PercentLess than 10% Functions FinanceBusiness Development
Created: 2024-11-14