Jobs
>
Branch Manager
>
Seattle

    Branch Manager - Seattle, United States - Cetera Financial Group

    Cetera Financial Group
    Cetera Financial Group Seattle, United States

    3 weeks ago

    Default job background
    Description
    Job Description


    The Branch Growth Manager manages the overall productivity of the Branch by improving the office's retention of existing financial professionals, recruiting new financial professionals, and growing revenue from their personal books of business.

    This role works with Financial Professionals on personal business practice growth from tool utilization to working with different product offerings that best fit client needs based on a Financial Review.

    The Branch Growth Manager position maintains a personal book of business to preserve their personal and coaching skills along with knowledge of all products offered by the company to help branch Financial Professionals in their personal practice growth.


    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.

    This role is the direct report for Sales Assistants in the branch and will conduct ongoing reviews with the Sales Assistants and Financial Professionals to ensure partnerships are working well.

    This role also helps all Financial Professionals with their Business Planning annually with monthly and quarterly reviews.
    -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.

    Responsible for Recruiting Experienced Financial Professionals with a minimum of 25 prospect targets per week, Retaining Existing Financial Professionals, Driving Branch/Financial Professional Revenue, along with filling Sales Assistant roles where needed.

    Maintain a Compliant Branch following all Cetera Compliance Guidelines.
    Manage Recruiting, offers, transition, onboarding, non-solicitation agreements and commitments as set forth by CFG legal.
    Review Career Pathing, Team Building, Succession Planning and Talent Management opportunities.
    Lead Corporate Initiatives.

    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.
    Entering all coaching and contacts for any branch engagement in sales force.

    Recruiting Activity each week includes 25contacts through calling efforts and in person or virtual visits while logging all activity in sales force.

    This role is a Producing position that allows for remaining Active in the Business to aid in coaching and leading by Influence as a Mentor to Financial Professionals at all levels.

    Coach and mentor new and existing financial professionals at all production levels to help them achieve success within their practice management and overall results as they grow their book of business through client reviews.

    Provide in-office training; joint appointments, joint calling efforts, role-playing and other hands-on coaching activities.

    Managing the Branch Intern Program and potential Career Pathing Program alongside of the Branch Growth Specialist (Assistant Manager) where applicable.

    Conduct One on One sessions with New Financial Professionals with weekly follow up sessions.

    Partner with the Training Department to set up needs-based trainings based on need levels for Financial Professionals in the Branch.

    Oversee Branch Growth and Profitability alongside of the Branch Growth Specialist to ensure year over year branch revenue growth.

    Coach Financial Professionals (Tier 1 & Tier 2) on adoption of Cetera assets (RightBridge, Pentameter, Marketing Central, Leading Response, etc.)

    Ensure that financial professional appointments with clients are properly prepped, supervised, documented, and debriefed in accordance with company established training, compliance, suitability guidelines and expectations.

    Assist in increasing sales volume, number of clients, and amount of AUA & AUM within the office through working existing books of business to deepen relationships, client segmentation and service level agreements through Financial Reviews, Calling Efforts, Campaigns and Marketing efforts.

    Assist financial professionals with goal setting of revenue production, number of clients and prospect activities and events through clear communication and expectation standards to achieve or exceed individual and office sales goals.

    Address performance deficiencies and coach for improvement.
    Coordinate Wholesaling partnership opportunities for product enhancement strategies.

    Be accessible to all Financial Professionals (Tier 1, 2 & 3) as a resource to help determine product offerings, recommendations based on client needs, marketing ideas, and overall growth guidance.

    Position involves local travel to appointments and meetings and out-of-state travel for company meetings and conferences.


    What you will have:
    High School Diploma or GED
    Series 7, 63/65 or 66, 24, and Life, Accident, Health and Variable Contracts Insurance License
    5 years of Sales experience in the financial services industry with proven success
    Knowledge of advanced sales concepts in the financial services industry
    Ability to hire, train and develop successful financial professionals as well as build and manage strong relationships.
    Skills in coaching and developing both experienced and newer financial professionals.
    Strong time management skills
    Strong presentation skills
    Demonstrated leadership qualities and interpersonal skills.
    Excellent written and verbal communication skills
    Ability to travel to appointments and meetings.
    Recruiting Financial Professional Experience at all levels


    What is nice to have:
    3 years financial services sales management experience preferred.

    #LI-Onsite

    About Us

    What we give you in return:

    Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life.

    To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

    Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
    Easy access to mental health benefits to meet our team members and their families where they are
    20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
    401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
    Paid parental leave to support all team members with birth, adoption, and foster
    Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
    Employee Assistance Program (EAP), LifeLock, Pet Insurance and more


    About Cetera Financial Group:


    Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

    Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.


    Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.

    Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

    "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

    Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.

    Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S.

    military status, political affiliation, or any other class protected by state and/or federal law.

    Agencies please note :
    this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

    Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
    #J-18808-Ljbffr
  • KeyBank

    Branch Manager

    5 days ago

    KeyBank Seattle, United States Full time

    Location: · th Avenue NE - Seattle, Washington 98115 Wedgwood Branch · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is cap ...

  • Advance Auto Parts

    Branch Manager

    1 week ago

    Advance Auto Parts Seattle, United States

    The WORLPAC Branch Operations Manager directs warehousing activities for organization by performing the following duties personally or through subordinates. Essential Duties and Responsibilities. Ninety percent of time spent directly managing Assista Branch Manager, Operations Ma ...

  • KeyBank

    Branch Manager

    3 weeks ago

    KeyBank Seattle, United States

    Job Description · Location: · 353 NE Northgate Way - Seattle, Washington Northgate Mall Branch · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and moti ...

  • Scholastic

    Branch Manager

    3 weeks ago

    Scholastic Seattle, United States

    Job Description: · SUMMARY · Direct responsibility to plan, schedule, direct and execute the day-to-day operational activities of small and medium-sized distribution centers in the Book Fair Organization. Evaluate and assess operations of Branch to ensure adherence to company s ...

  • N C Machinery

    Branch Manager

    1 week ago

    N C Machinery Seattle, United States

    ** Branch Manager** · **Job Category****:** SALES **Requisition Number****:** BRANC02462 Showing 1 location **Job Details** · **Description** · Harnish Group is the Caterpillar Dealer in central and western Washington, central and eastern Montana, northwestern Wyoming, northwe ...

  • Key Bank

    Branch Manager

    3 weeks ago

    Key Bank Seattle, United States

    Location: · 353 NE Northgate Way - Seattle, Washington · Northgate Mall Branch · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team t ...

  • Key Bank

    Branch Manager

    4 weeks ago

    Key Bank Seattle, United States

    Location: · 2401 34th W - Seattle, Washington 98199 · Magnolia Branch · Job Summary · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is ...

  • Saela

    Branch Manager

    1 week ago

    Saela Seattle, United States

    Job Description: · In this role, you will take part in a Branch Manager training program that provides a clearly defined career path to managing your own branch and team. You will be working alongside current branch leadership to oversee the overall growth and quality of the bra ...

  • Cetera Financial Group

    Branch Manager

    2 days ago

    Cetera Financial Group Seattle, United States

    Job Description · The Branch Growth Manager manages the overall productivity of the Branch by improving the office's retention of existing financial professionals, recruiting new financial professionals, and growing revenue from their personal books of business. This role works ...

  • CareerPaths NW

    Branch Manager

    1 week ago

    CareerPaths NW Seattle, United States

    Our client's company specializes in hydraulic and automation components and systems, hoses, fittings, instrumentation, lubrication, and filtration products. They are currently seeking a Branch Manager for their Seattle location. · This is a critical role as the current manager w ...

  • Penhall Company and Penhall Technologies

    Branch Manager

    2 days ago

    Penhall Company and Penhall Technologies Seattle, United States

    Company Description · Penhall Company and Penhall Technologies are leaders in the concrete cutting, breaking, excavation, and grinding services industry. With over 40 strategic locations and more than 1,600 professionals, Penhall serves clients across the U.S. and beyond, includi ...

  • Clean Harbors

    Branch Manager

    3 weeks ago

    Clean Harbors Seattle, United States

    Clean Harbors · Branch Manager · Baltimore , · Maryland · Apply Now · Clean Harbors in · Baltimore, MD · is seeking a Field Services Branch Manager to manage overall branch operations, including ensuring safe, cost effective, and efficient day-to-day management, as well as ...

  • Acumed

    Branch Manager

    6 days ago

    Acumed Seattle, United States

    Come join a team where People make the differenceAs a part of Marmon Holdings, Inc., a highly decentralized organization, we rely heavily on people with the aptitude, attitude, and entrepreneurial spirit to drive our success, and we're committed to attracting and retaining top ta ...

  • Johnstone Supply

    Senior Branch Manager

    3 weeks ago

    Johnstone Supply Seattle, United States

    Job Type · Full-time · Description · Take Your Career to the Next Level with Johnstone Supply as a Senior Branch Manager · Are you a strong dynamic leader with a passion for driving excellence, growing the business, and cultivating a strong team in the HVAC industry? Do you ex ...

  • BNP Paribas Bank NV

    Assistant Branch Manager

    1 week ago

    BNP Paribas Bank NV Seattle, United States

    **Location** At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustaina ...

  • Swiss Re

    Branch Manager Seattle

    1 week ago

    Swiss Re Seattle, United States

    Location: Seattle, WA, US · ** Branch Manager Seattle** · **About Swiss Re Corporate Solutions** · Swiss Re is one of the worlds leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrop ...

  • Redfin

    Escrow Branch Manager

    1 week ago

    Redfin Seattle, United States

    Escrow Branch Manager - Seattle page is loaded **Escrow Branch Manager - Seattle** · **Escrow Branch Manager - Seattle** · locationsWA - SeattleWA - Everett (Contractor Only Location)WA - EverettWA - North SeattleWA - Federal Way time typeFull time posted onPosted Today job req ...

  • Wells Fargo Bank

    Associate Branch Manager

    2 days ago

    Wells Fargo Bank Seattle, United States

    Why Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...

  • Wells Fargo

    Branch Support Manager

    6 days ago

    Wells Fargo Seattle, United States

    About this role: · Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at · In this role, you will: Act as a liaison between Market Leaders, the Brokerage S ...

  • Cetera Financial Group

    Branch Manager

    3 weeks ago

    Cetera Financial Group Seattle, United States

    The Branch Growth Manager manages the overall productivity of the Branch by improving the office's retention of existing financial professionals, recruiting new financial professionals, and growing revenue from their personal books of business. This role works with Financial Prof ...