Branch Manager

Janney Montgomery Scott LLC - Sewickley, PA

Hiring: Branch Manager Company: Janney Montgomery Scott LLC Location: Sewickley, PA Job Posted Time: 2026-09-10 13:11:47 Target Skills & Keywords : CFA, CFP, CIMA, Risk Management, Series 7 About the job Experience: •8-10 years of related management experience in the retail brokerage industry is preferred •10 years of related management experience in the retail brokerage industry is preferred Required Skills: •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 Manager to develop individual business plans to increase production and gather assets •Coordinate firm resources to facilitate the professional development of the Financial Advisors and of the branch staff •Ensure Financial Advisors participate in weekly sales calls, product sponsor meetings and training opportunities •Work closely with the Marketing Department to ensure that the Janney name and brand is actively marketed within their community Qualifications: •BA/BS in business or related area is preferred, and an MBA is a plus •Professional Licenses: Series 7, 9, 10, 63 and 65 (or 66), and life and health insurance licenses •CIMA/CFP/CFA or related designations is preferred •Demonstrated capacity to motivate; lead, and inspire branch office FAs and support staff •A strong understanding of the financial services regulatory landscape •Establish and foster strong community relations •Proven skill in public speaking and giving group presentations. •Proven skill in managing multiple tasks and in establishing priorities. •Demonstrated capacity to coordinate efforts with all areas of branch operations and home office. •Demonstrated capacity to work under pressure and meet deadlines. Compensation: •Professional Licenses: Series 7, 9, 10, 63 and 65 (or 66), and life and health insurance licenses Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!