Palm Beach, FL
Industry: Accounting, Finance & Insurance•
5 - 7 years
Posted 178 days ago
What you’ll do:
The Assistant Branch Manager (ABM) is part of the Branch Network where we deliver Wealth Management services to clients to meet their financial needs. The Assistant Branch Manager will report to the Branch Manager and responsibilities will be dependent on the Branch Manager’s span of control and geographic location. In collaboration with the Branch Manager, the ABM will develop and execute a comprehensive local business plan focused on growth of market share and client assets.
As an evolving branch leader, the Assistant Branch Manager will focus on retention and development of top talent through coaching, performance management, and employee engagement. The Assistant Branch Manager will have oversight of one or several branches including having Associate Financial Consultants, Financial Consultants and the Client Service staff as direct reports. The Assistant Branch Manager will be responsible for delivery of an excellent client experience through effective coaching of branch professionals and operational execution as necessary to ensure proper oversight, compliance and risk management of the branch.
As a local leader, the Assistant Branch Manager will be involved in community development in collaboration with the Branch Manager to increase brand awareness through the development and execution of events, workshops, and sponsorships as well as participation in organizational memberships.
Under the mentorship of a Branch Manager, the Assistant Branch Manager will progress through a learning curriculum that will prepare them for a Branch Manager role in approximately 18-24 months. Since this is a development role, those that are hired into this Assistant Branch Manager position need to be flexible to relocation across the network when a Branch Manager role becomes available.
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What you have:
Required minimum skills and qualifications are:
Education, Licenses, and Designations
What you’ll get:
Job ID: 0606-41398