Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Atlanta

About the role

The Business Unit Manager, as a member of the Regional Management Team, plays a major role in managing the day-to-day operations of the office. This is a unique opportunity to work directly with the Region Head on all aspects of office management, including people development and business strategy.

Responsibilities

• Coordinate with local Regional Head in the overall supervision, management and running of the office
• Manage, develop and recruit regional office employees, including Private Wealth Advisors, Financial Analysts, Wealth Management Professionals, Financial Investment Professionals, Business Development Professionals, Interns and Administrative Assistants
• Create annual strategy and performance targets for teams, and track business metrics for the office
• Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions
• Gain a deep comprehension of the various positions in a Private Wealth Management office
• Have a broad understanding of office’s clients and largest prospective client opportunities
• Perform regulatory supervisory functions for the business
• Oversee office marketing, branding, and client engagement strategy
• Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations
• Handle office budgeting process, expenses and procurement
• Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring
• Avoid conflicts inter/intra-office
• Assist teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning
• Manage resource allocation decisions across teams

Requirements

• Bachelor’s Degree Required
• Self-starter who takes ownership and can lead/manage projects independently
• Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management
• Strategic thinker with strong analytical skills
• Highly organized and process oriented with strong attention to detail and excellent follow-through
• Results-oriented: ability to thrive in a fast-paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered
• Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care
• Commitment to excellence and a high level of integrity
• Teamwork orientation
• People and Project Management experience strongly desired
• Financial industry experience desired
• SIE and Series 7, 9, 63 and 10 (must be obtained within first 3 months of employment)