What are the responsibilities and job description for the High-Performing Branch Director position at Capitol Securities Management Inc.?
Job Overview
Capitol Securities Management, Inc. is seeking an experienced and skilled Producing Manager to lead our financial advisory team in Richmond (Glen Allen), VA office. The ideal candidate will have a strong background in financial services, excellent communication skills, and a proven track record of driving business growth.
Main Responsibilities:
- Client Acquisition and Relationship Management: Develop and implement strategies to attract and retain high-value clients.
- Conduct regular reviews and updates of client portfolios based on market conditions and client goals.
- Maintain strong client relationships through ongoing communication and proactive outreach.
Team Management and Operations Oversight:
- Oversee the daily operations of the financial advisory team, including scheduling appointments, managing workflow, and ensuring compliance with industry regulations.
Performance Monitoring and Reporting:
- Track team performance metrics and identify areas for improvement.
- Generate reports on team productivity, sales pipeline, and client satisfaction.
Compliance and Risk Management:
- Ensure adherence to all relevant financial regulations and compliance standards.
Required Skills and Qualifications:
- Strong understanding of investment strategies, financial planning principles, tax laws, and market dynamics.
- Proven ability to build rapport with clients, generate leads, and close deals.
- Experience in managing and motivating a team of financial advisors.
