VP, Branch Manager (Finance) - Albuquerque, NM

Location: Albuquerque, New Mexico, United States

Salary: USD 102,000–171,000 per year

Company

A financial services firm providing investment guidance and client support through local branches.

What you will do

• Lead branch financial professionals delivering investment guidance and client support.
• Increase branch revenue and expand the client base.
• Implement large-scale and tactical sales strategies with Financial Consultants and Investment Consultants.
• Coach sales teams, manage sales processes, deliver training, and oversee performance and recognition.
• Conduct client presentations, interview candidates, and collaborate with business partners.
• Manage compliance and administrative activities while sharing best practices.

Requirements

• Active and valid FINRA Series 7 license required.
• Series 66, or Series 63/65, and Series 9/10 licenses required; these may be obtained within 90 days of employment.
• Active Life and Health Insurance license required; it may be obtained within 120 days of employment.
• Bachelor’s degree or equivalent education, or equivalent work-related experience.
• 4+ years of financial sales leadership experience.
• Strong leadership, management, motivation, communication, and sales-management skills.

Nice to have

• FINRA Series 24 license.
• CFP, CFA, CIMA, and/or AAMS certification.
• Experience establishing cross-enterprise partnerships and a successful sales leadership track record.

Culture & Benefits

• Culture focused on 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 family-building benefits.
• Health, dental, vision insurance, and tuition reimbursement.