Complex Growth & Talent Manager

Colonial Group; City of Syracuse (NY); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral Bonus

Professional Development Assistance

Job summary

Janney is seeking an Assistant Complex Director to boost revenue and profitability by recruiting, retaining, and elevating branch productivity. You will work with the Complex Director to recruit Financial Advisors aligned with Janney’s advisor-centric culture, while collaborating across corporate offices on FA needs.

The role emphasizes growing inorganic growth through recruiting and organic growth via teamwork, asset growth, and fiduciary platform usage, with travel expected.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• FINRA Series 7, 9, 10 & 66 (or 63 & 65) required.
• Minimum 10+ years of experience in Financial Services; broker-dealer environment.
• Effective communication and interpersonal skills.
• Demonstrated experience in leading and developing others.
• Substantial experience leading a large complex preferred.

Responsibilities

• Contribute to PCG’s growth by aligning complex efforts with strategic objectives.
• Identify and recruit new Financial Advisors who fit Janney’s advisor-centric culture.
• Manage and coach a group of entrepreneurial Financial Advisors and branch staff.
• Provide leadership, direction, and mentorship to FAs in business planning and practice management.
• Coach and develop FAs and teams to exceed performance metrics.
• Partner with Wealth Management to increase platform adoption and holistic client service.
• Support business development and FA-teaming initiatives within the complex.

Skills

Entrepreneurial Drive

Communication & Collaboration

Leadership

Coaching & Development

Education

Bachelor’s degree

Advanced degree

Job description

Janney is seeking an Assistant Complex Director to boost revenue and profitability by recruiting, retaining, and elevating branch productivity. You will work with the Complex Director to recruit Financial Advisors aligned with Janney’s advisor-centric culture, while collaborating across corporate offices on FA needs.

The role emphasizes growing inorganic growth through recruiting and organic growth via teamwork, asset growth, and fiduciary platform usage, with travel expected.