Demo

VP Branch Manager

MPG
Washington, DC Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 4/6/2025

Our client a national financial leader in the financial services space is seeking licensed Branch Leaders to join their teams throughout the San Francisco Bay area with emphasis on Palo Alto, Burlingame, and Marin. Our client’s mission is to create business opportunities by fostering a dynamic sales and service team that champions their branch, drives revenue growth, and maintains high customer satisfaction. Through educating the local market, you’ll support national initiatives and expand local business by engaging with customers in-branch, hosting informative seminars, leveraging leads, and enhancing client relationships.

The Role:

In your role as one of the Branch Leaders, you will implement strategic initiatives that drive business growth and strengthen your team. Your leadership and decision-making will directly impact branch performance, market expansion, and overall profitability.

You are instrumental in shaping your branch’s success. You recruit, mentor, and develop top talent while fostering a collaborative, high-performance culture. Beyond leadership, you ensure seamless branch operations, managing technology, back-office processes, and quality assurance to maintain efficiency.

The Essentials:

  • Experience: Minimum of five years in a financial sales role
  • Leadership: Experience in Management)
  • Licensing: Active Series 9/10, 7, and 66 licenses (required)

The Preferred Experience

  • Industry Knowledge: Deep understanding of brokerage, mutual funds, and financial planning
  • People Development: Passion for hiring, mentoring, coaching and growing branch associates
  • Collaboration: A team-first mindset that drives productivity and innovation
  • Strategic Partnerships: Ability to build strong cross-company relationships that create new business opportunities
  • Leadership Excellence: A positive attitude, strong work ethic, and unwavering integrity

The Benefits:

401(k) with company match and Employee stock purchase plan

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Job Type: Full-time

Pay: $120,000.00 - $150,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Vision insurance

Schedule:

  • Monday to Friday

Ability to Commute:

  • Washington, DC 20008 (Required)

Ability to Relocate:

  • Washington, DC 20008: Relocate before starting work (Required)

Work Location: In person

Salary : $120,000 - $150,000

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