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Branch Manager
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$150,000 a year
Full-time
- In addition to being the Branch Manager to the Branch Growth Specialist (Assistant Manager, where applicable) and Branch Service Engagement Specialist (where applicable), all Financial Professionals and Sales Assistants in the Branch Office, the Branch Manager position requires the need to exercise significant discretion and independent judgment by formulating and implementing management policies and operating practices in the Branch Office.
- 35% - Recruiting -15% - New FP Onboarding & Asset Realization within 90 days -30% - Growth, Development & Retention of Tier 1, Tier 2 & new Financial Professionals -20% - Day to Day Operations What you will do: Work alongside of the Branch Growth Specialist (Assistant Manager) to create an annual business plan at the Branch Level, Personal Level while working with Financial Professionals on building and monitoring achievement of plan goals through provided reports and data.
- Conduct Weekly Branch Sales Meetings outlining Goal Expectations, status on mtd/qtd/ytd targets and discuss any hurdles, Recognition, Branch Calendar review, etc.
- Reviewing Team/Ensemble/Partnership needs of practices within a branch based on need.
- Coach Financial Professionals (Tier 1 & Tier 2) on adoption of cetera assets (RightBridge, Pentameter, Marketing Central, Leading Response, etc.)
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