6 дней назад
VP, Assistant Branch Manager - Albany, NY
91 100 - 171 100$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Assistant Branch Manager (Financial Services): Supporting branch strategy, client relationship growth, asset expansion, and team performance in the Albany market with an accent on leadership, client engagement, and data-driven business decisions. Focus on coaching professionals, managing performance, navigating complex client and employee needs, and executing growth initiatives with the Branch Manager.
Location: Albany, NY, United States
Salary: USD $91,100–$171,100 per year, plus bonus and incentive opportunities tied to performance.
Company
provides investor services and financial solutions through a large retail branch network.
What you will do
- Partner with the Branch Manager to execute strategy and drive branch business growth.
- Expand client relationships, grow assets, increase wallet share, and strengthen local market impact.
- Coach, develop, and support a team of financial professionals.
- Manage performance through clear expectations, actionable feedback, and ongoing guidance.
- Use active listening and influential communication to address client, employee, and stakeholder needs.
- Track branch performance against key business metrics and support decision-making.
Requirements
- Valid and active FINRA Series 7 license required.
- Currently hold or obtain FINRA Series 66, or Series 63/65.
- Currently hold or obtain FINRA Series 9 and 10, or Series 8.
- Currently hold or obtain a Life and Health Insurance license.
- Relevant financial services experience, including client acquisition, relationship growth, and industry knowledge.
- Experience with coaching, performance management, business development, or leadership activities.
Nice to have
- CFP designation.
Culture & Benefits
- Four-week virtual Wealth Management University training with live facilitators.
- Formal training in supervision, employee evaluation, and leadership, plus branch coaching and mentorship.
- Career path toward Branch Manager within an approximately three-year trajectory.
- 401(k) with company match, employee stock purchase plan, and tuition reimbursement.
- Health, dental, and vision insurance, paid parental leave, family-building benefits, and paid vacation.
- Eligible employees can receive a 28-day sabbatical after every five years of service.
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