Not specified but likely in-office due to the nature of the role.
Develop relationship management plans for complex accounts
Create annual business plans and financial budgets
Manage and report on diverse team performance
Willenborg Wealth Management is seeking a Branch Manager for their Alpharetta, GA location to oversee daily operations at a Raymond James & Associates retail branch. The ideal candidate will have extensive experience in relationship management, team leadership, and strategic business planning within the financial services sector
Job Summary
The role involves overseeing day-to-day operations of a Raymond James & Associates retail branch while potentially servicing a personal book of business.
Candidates must develop comprehensive relationship management plans for both existing and potential complex client accounts to ensure needs are met.
The position requires managing a substantial, diverse team by setting performance objectives and holding individuals accountable for achieving local business goals.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Branch Manager for their Alpharetta, GA location to oversee daily operations at a Raymond James & Associates retail branch. The ideal candidate will have extensive experience in relationship management, team leadership, and strategic business planning within the financial services sector.
Skills & Requirements
Must-have
Develop relationship management plans for complex accounts
Create annual business plans and financial budgets
Manage and report on diverse team performance
Execute sales conversations with key buying influencers
Nice-to-have
Strong alignment with client-first core values
Ability to inspire others to grow professionally
Experience in conservative long-term view strategies
Key Requirements
Bachelor's degree in Accounting, Business Administration, or Finance