Branch Leader, Grand Rapids, MI

About the role

The role serves as a developmental opportunity for a management team member, focusing on the development and acclimation of talent across the investor center network while providing support to the assigned Branch Manager.

Responsibilities

• Support the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness.
• Implement national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation.
• Oversee operational activities, including supervision of local risk and compliance issues and customer concerns.
• Foster the development of a group of associates by training, mentoring, counseling, and motivating branch representatives.

Requirements

• At least five years in financial sales role.
• Three or more years of management within a financial services environment is helpful.
• Series 7 and 66 or 63/65 are required, and Series 9/10 must be obtained upon hire.

Qualifications

• Your background in relationship management and deep understanding of financial services.
• Inspiring time-management skills and ability to execute on multiple priorities.
• A natural ability to influence and enhance the sales skills of others.
• A validated grasp of compliance and regulatory guidelines.
• A professional demeanor and excellent interpersonal skills.
• A positive attitude, empowering business professionalism, and strong work ethic with high level of integrity.

Skills

• Your background in relationship management and deep understanding of financial services.
• Inspiring time-management skills and ability to execute on multiple priorities.
• A natural ability to influence and enhance the sales skills of others.
• A validated grasp of compliance and regulatory guidelines.
• A professional demeanor and excellent interpersonal skills.
• A positive attitude, empowering business professionalism, and strong work ethic with high level of integrity.

Benefits

Not specified.

Pay

Not specified.

Schedule

Not specified.