Chartwell Investment Partners is seeking a Branch Manager for their Alpharetta, GA location to oversee day-to-day operations at a Raymond James & Associates retail branch. The ideal candidate will have extensive experience in relationship management, business planning, and team leadership, along with relevant financial certifications
Job Summary
Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization.
Develop and propose annual business plans for a given area or department, ensuring alignment with strategy.
Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them.
Matching Summary
Match Score: 85
Chartwell Investment Partners is seeking a Branch Manager for their Alpharetta, GA location to oversee day-to-day operations at a Raymond James & Associates retail branch. The ideal candidate will have extensive experience in relationship management, business planning, and team leadership, along with relevant financial certifications.
Skills & Requirements
Must-have
Relationship management plans
Develop annual business plans
Manage and report on team performance
Nice-to-have
Client-first, integrity, independence
Conservative, long-term view
Motivate people to commit to tenets
Key Requirements
10 to 15 years general experience
6 to 10 years manager experience
Bachelor's degree in Accounting, Business Administration, or Finance