Vice President, Branch Leader
Confidential
Vice President, Branch Leader
About the Company
Technology-driven investment management firm
Industry
Financial Services
Type
Privately Held
Founded
1946
Employees
10,001+
Categories
- Financial Services
- Security
- Investment Management
- Asset Management
- B2B
- Consulting & Professional Services
- Marketplace
- Boston
- Brokerage
- Business News
- College Savings
- Etfs
- Finance
- Financial
- Financial News
- Investments
- Ira
- Legal & HR Software
- Mutual Funds
- Online Trading
- Retirement
- Software
- Software Development & Design
- Stock Trading
- 529 College Savings Plan
- Financial Advisors
- Financial Guidance
- Investing Strategies
- Personal Finance
- Wealth Management
- Insurance
- E-Commerce
- Savings & Investing
- Investing
- Financial Advisers
- Investment
- Financial Markets
- Financial Trading
- Risk Analysis
- Testing & Analysis
- Employee Management
- Business Management and Planning
Specialties
- retirement
- investments
- online trading
- asset management
- ira
- 401k
- mutual funds
- stocks
- etf
- bonds
- brokerage
- cash management
- hsa
- 529 plans
- annuities
- life insurance
- benefits consulting
- stock plan services
- business news
- and wealth management
Business Classifications
- B2B
- Marketplace
About the Role
The Company is seeking a Vice President, Branch Leader to drive branch performance through talent development, operational excellence, and strategic leadership. Responsibilities include recruiting, mentoring, and coaching associates; strengthening team capabilities; and fostering a high-performing culture. The role also oversees branch infrastructure, including customer-facing and back-office operations, technology, and quality assurance. The leader will develop local business through customer meetings, seminars, and lead utilization, while collaborating with regional partners to support growth and profitability. Candidates should have at least five years of financial sales experience; financial services management experience is preferred. A bachelor’s degree is highly preferred, along with active Series 7, 9, 10, and 66 licenses; CFP certification is also preferred. Applicants should bring broad brokerage and mutual fund knowledge, financial planning expertise, and a strong record of hiring, mentoring, and developing teams. Success requires collaboration, sound business judgment, strong communication, and a high level of integrity.
Hiring Manager Title
VP, Branch Leader
Functions
- Operations
- Sales/Revenue
Vacancy posted 1 day ago
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