Satellite Branch Office Manager - Purchase, NY
Full-time
4 months ago
Employment Information
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 Satellite Branch Office Manager is responsible for the overall management and supervision of the branch office. The SBOM is responsible for managing all aspects of the business including the growth of revenue, the recruiting of Financial Advisors, risk management and the bottom-line profitability of the branch. The Satellite Branch Office Manager is a best practicing Financial Advisor who leads by example.
MAJOR RESPONSIBILITIES
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 Paternal 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.
The compensation package for this position consists of a base salary, (with eligibility for additional compensation from recruiting efforts) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $50,000 to $125,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
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.
The Satellite Branch Office Manager is responsible for the overall management and supervision of the branch office. The SBOM is responsible for managing all aspects of the business including the growth of revenue, the recruiting of Financial Advisors, risk management and the bottom-line profitability of the branch. The Satellite Branch Office Manager is a best practicing Financial Advisor who leads by example.
MAJOR RESPONSIBILITIES
- Responsible for all supervision as required by firm policy and procedure.
- Develop a communication plan within the branch to ensure that firm news and communication is reaching all Financial Advisors
- Remain knowledgeable of all industry rules and regulations as well as firm policy and procedures.
- Works closely with the Financial Advisors and Complex Director to develop individual business plans to increase productivity and growth.
- Coordinate all firm resources to facilitate the professional development of the Financial Advisors and the branch staff.
- Work closely with Marketing to ensure that the Janney brand is visible in the community.
- 3-5 years of related financial services management experience
- Professional Licenses: Series 7, 63,65, or 66, 9, 10, or 24 licenses
- Ability to motivate; leads and inspires branch office FAs and support staff.
- A strong understanding of the financial services regulatory landscape
- Establish and foster strong community relations.
- Ability to coordinate efforts with all areas of branch operations and home office.
- Continually fosters team spirit among throughout the branch, particularly between FAs and support staff.
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 Paternal 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.
The compensation package for this position consists of a base salary, (with eligibility for additional compensation from recruiting efforts) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $50,000 to $125,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
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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