RIA Branch Manager
7 days ago
Fort Worth
Job Description Summary Job Title: RIA Branch Manager Full Time: Expected 40+ hours per week in the Fort Worth office Compensation: $150k/yr plus bonus. Target income $300k Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm Benefits: Medical, Dental, Vision, Disability, Life, 401k with match Dress Code: Business Professional RIA Branch Manager - Shape Your Destiny and Lead with Impact! Are you a decisive, results-oriented leader ready to seize an unmatched opportunity? Strittmatter Wealth is actively seeking an extraordinary and seasoned RIA Branch Manager – a true visionary with a proven track record of driving significant growth and leading high-performance teams. This is not just a management role; it's an opportunity to build, innovate, and directly influence the trajectory of a rapidly growing firm. If you thrive on challenge, crush goals, and are ready to leave a lasting mark, this is your next power move. We're looking for someone who is extremely personable, charismatic, a natural mentor, and who embodies the highest integrity, always prioritizing the client. This career path offers unlimited income and career growth potential, a trajectory unmatched in the industry. Why Join Strittmatter Wealth Management Group, LLC (SWMG) Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in vibrant downtown Fort Worth, TX. Established in 2007, we specialize in sophisticated retirement planning, investment management, and business planning for high-net-worth clients and business owners. What truly sets us apart is our independent approach, offering unique investment options that other firms simply don't, including Alternative Investments, Private Real Estate portfolios, and exclusive access to world-class Institutional Managers. Our mission is clear: to enrich, educate, and advance our clients' lives through unparalleled investment and planning advice, providing a best-in-class total wealth management experience, and upholding our unwavering fiduciary promise to put our clients' interests above our own. Job Duties and Responsibilities – Command Your Impact • Strategic Leadership: Lead, mentor, and empower a dynamic team of financial advisors and support staff. Your leadership will directly shape their success., • Performance Accountability: Conduct weekly team meetings, setting clear expectations, analyzing performance, and implementing targeted strategies for continuous improvement., • Objective-Driven Growth: Develop and rigorously implement Objectives and Key Results (OKRs) for the branch, tracking progress with precision and ensuring unwavering alignment with ambitious company goals., • Talent Acquisition Maverick: Continuously identify and recruit the next level of elite talent, building a formidable sales force., • Data-Driven Decisions: Master the tracking and reporting of sales numbers weekly, leveraging data to inform strategic adjustments and optimize outcomes., • Sales Force Development: Drive the ongoing development of the company-wide sales team, elevating performance to exceptional levels., • Conversion Specialist: Provide expert assistance in the conversion of company-provided prospects and self-generated referrals into loyal clients, utilizing a proven, systematic sales process for sales representatives. This includes coaching on effective disqualification and pain-focused questioning to ensure quality client acquisition., • Seamless Client Integration: Oversee the onboarding of new clients through their crucial first year, ensuring a smooth and successful transition., • Comprehensive Financial Planning Oversight: Guide the financial planning process from start to finish for each client, including:, • Directing the paraplanner team in the precise preparation of financial plans using eMoney and other cutting-edge financial planning software., • Overseeing the paraplanner team in the creation of customized, results-driven financial recommendations., • Approving the paraplanner team's preparation of sophisticated portfolio designs and recommendations., • Ensuring compelling presentation of recommendations to clients., • Technology Titan: Utilize and integrate the newest technology advancements to find practice efficiencies. AI is our future, and we want to be leading the way., • Operational Excellence: Participate in the coordination of daily operations and the meticulous review of daily completed tasks, ensuring operational integrity., • Compliance Guardian: Guarantee strict adherence to all compliance notations., • Marketing Innovation: Contribute to the development of impactful marketing materials that resonate with high-net-worth clients., • Executive Experience: Minimum of 10+ years of proven financial industry experience in a managing role., • Individual Sales Mastery: Demonstrated strong individual sales performance, showcasing your ability to not only lead but also produce., • Recruitment Prowess: Expertise in sales team recruiting and onboarding., • Transformational Development: A verifiable history of developing sales teams to exceptional levels of performance., • Client Conversion Authority: A verifiable history of new client conversion and onboarding., • Elite Certifications: Certified Financial Planner (CFP) designation., • Essential Licensing: Life and Health Insurance license., • Advanced Education: Bachelor's degree or higher-level degree in management., • Leadership Development: Extensive Management Training and Certifications., • Market Acumen: Deep knowledge of economic and accounting principles and practices, financial markets, investments, and insurance-based products., • Regulatory Command: Comprehensive knowledge of concepts and regulations related to financial planning., • Tech Savvy: Proficient knowledge of financial related technology, software planning tools, and presentations., • Consultative Sales Approach: A professional, consultative sales approach that builds trust and fosters long-term relationships, understanding client needs deeply to avoid "premature presentation.", • Recruitment & Onboarding Excellence: Superior skills in attracting, evaluating, and integrating top talent., • Analytical Acumen: Exceptional tracking and reporting capabilities for precise performance measurement., • Organizational Mastery: Strong organization and time management skills to prioritize workload, handle multiple tasks, and consistently meet demanding deadlines., • Clarity in Communication: Ability to distill complex topics into easy-to-understand language., • Precision & Quality: Detail-oriented to ensure the highest quality standards are met without impeding workflow., • Follow-Through: Skill in persistent follow-up to ensure complete resolution and task completion., • Presentation & Data Management: Ability to produce compelling presentations, professional correspondence, and meticulously maintain spreadsheets and databases., • Strategic Presentation: Ability to synthesize client financial needs and goals into a succinct, professional presentation outlining their optimal options., • Interpretive Intelligence: Capability to read and interpret technical and legal documents, applying the information effectively., • Client-Centric Excellence: Provide a high level of customer service in a calm, courteous, and professional manner, always aiming to understand their "pain" before offering solutions., • Recruitment platform., • Outlook email., • Redtail CRM., • Microsoft Office (Word/ Excel/ PowerPoint)., • Google Suite (Docs, Sheets, Forms)., • Time: Full-Time Position with expected 40+ hours per week at our Fort Worth office., • Accelerated Compensation: $150k base salary plus significant production bonus - Target income: $300k plus. Your drive directly impacts your reward. We will not limit your potential., • Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm. For more information about our firm, visit strittmatterwealth.com. We look forward to meeting you and discussing how you can redefine success with SWMG! Job Posted by ApplicantPro