Vice President, Branch Leader

Vice President, Branch Leader About the Company Technology-driven investment management firm IndustryFinancial Services TypePrivately Held Founded1946 Employees10,001+ Categories Financial ServicesSecurityInvestment ManagementAsset ManagementB2BConsulting & Professional ServicesMarketplaceBostonBrokerageBusiness NewsCollege SavingsEtfsFinanceFinancialFinancial NewsInvestmentsIraLegal & HR SoftwareMutual FundsOnline TradingRetirementSoftwareSoftware Development & DesignStock Trading529 College Savings PlanFinancial AdvisorsFinancial GuidanceInvesting StrategiesPersonal FinanceWealth ManagementInsuranceE-CommerceSavings & InvestingInvestingFinancial AdvisersInvestmentFinancial MarketsFinancial TradingRisk AnalysisTesting & AnalysisEmployee ManagementBusiness Management and Planning Specialties retirementinvestmentsonline tradingasset managementira401kmutual fundsstocksetfbondsbrokeragecash managementhsa529 plansannuitieslife insurancebenefits consultingstock plan servicesbusiness newsand wealth management Business Classifications B2BMarketplace About the Role The Company is seeking a Vice President, Branch Leader to drive branch performance through talent development, operational excellence, and strategic leadership. Responsibilities include recruiting, mentoring, and coaching associates; strengthening team capabilities; and fostering a high-performing culture. The role also oversees branch infrastructure, including customer-facing and back-office operations, technology, and quality assurance. The leader will develop local business through customer meetings, seminars, and lead utilization, while collaborating with regional partners to support growth and profitability. Candidates should have at least five years of financial sales experience; financial services management experience is preferred. A bachelor’s degree is highly preferred, along with active Series 7, 9, 10, and 66 licenses; CFP certification is also preferred. Applicants should bring broad brokerage and mutual fund knowledge, financial planning expertise, and a strong record of hiring, mentoring, and developing teams. Success requires collaboration, sound business judgment, strong communication, and a high level of integrity. Hiring Manager TitleVP, Branch Leader Functions OperationsSales/Revenue