6 часов назад
VP, Branch Manager - Troy, MI (Finance)
102 000 - 171 000$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
VP, Branch Manager - Troy, MI (Finance): Leading a local financial-services branch by coaching sales teams, expanding the client base, and increasing branch revenue with an accent on investment guidance, sales strategy execution, and regulatory compliance. Focus on developing Financial Consultants and Investment Consultants, managing performance, delivering training, and building client and business-partner relationships.
Location: Troy, Oakland, Michigan, United States; onsite branch role
Salary: USD $102,000–$171,000 per year
Company
is a financial-services firm focused on investment guidance, client support, and transforming the finance industry.
What you will do
- Lead branch operations and provide service, advice, and leadership at the local market level.
- Coach Financial Consultants and Investment Consultants on sales execution and client service.
- Increase branch revenue and expand the client base through large-scale and tactical sales strategies.
- Manage sales processes, deliver training, and oversee performance management and recognition.
- Conduct client presentations, interview prospective employees, and collaborate with business partners.
- Perform compliance and administrative tasks required in the financial-services industry.
Requirements
- Active and valid Series 7 license.
- Active and valid Series 66 or Series 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 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 have
- Active FINRA Series 24 license.
- CFP, CFA, CIMA, and/or AAMS certification.
- Strong leadership, management, motivational, communication, and cross-enterprise partnership skills.
- Demonstrated success in sales and sales leadership.
Culture & Benefits
- Culture of trust, collaboration, continuous learning, and meaningful work.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
- Paid parental leave and adoption or family-building benefits.
- Medical, dental, and vision insurance, plus tuition reimbursement.
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