Assistant Complex Manager PCG - Pittsburgh, PA

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Assistant Complex Manager (ACOM) is responsible for supporting the Complex Manager (COM) in managing the business of the Complex (group of branch offices), which may include the growth of revenue, the recruiting of Financial Advisors, FA and PCA development, risk management and the bottom-line profitability of the Complex.

What You Are Good At

• Organization and Time Management: Possessing the ability to take on multiple requests at once and effectively complete tasks in a time efficient manner.
• Initiative: Proactively identify opportunities to enhance operational processes.
• Client Service: Meeting and exceeding customer expectations by providing timely and attentive responses to client requests.
• Team-Oriented: Collaborating with team members and other departments across the organization.
  
  

Responsibilities

• Assist in managing the Complex Management Team and all Branch Managers within the Complex.
• Actively involved in all recruiting within the Complex including working with home office and regional assistant.
• Supports staff development staff through coordination of and participation in office training, office workshops, regional conferences, and home office meetings.
• Identifies and takes corrective actions to improve performance levels of poor performers in coordination with the Complex Manager.
• Support achieving the firm’s annual objectives.
• May assist in the supervision of the Complex and all branches within the complex
• Perform other duties as required that contribute to the overall effectiveness of the position and the complex as a whole.
  
  

What You Have

• BA/BS preferred, and an MBA is a plus
• 2-5 years of related management experience in the retail brokerage industry
• Professional Licenses: Series 7, 63 and 65, or 66, 9 / 10, 31, insurance licenses (if assisting with supervision)
• CIMA/CFP/CFA or related designations are preferred
• Ability to motivate, lead, and inspire branch office BOMs, FAs, and support staff
• Must have excellent skills in critical thinking, problem solving, communication and client relationship building
• Establish and foster strong community relations/marketing
• Proven skill in public speaking and giving group presentations
• Proven skill in managing multiple tasks and in establishing priorities
• Ability to coordinate efforts with all areas of branch operations and home office
• Ability to work under pressure and meet deadlines
• Continually fosters team spirit throughout the branch, particularly between FAs and support staff
• Some travel may be required
• High ethical standards
  
  

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

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