Branch Manager
Confirmed on the employer's own hiring board on Oct 13, 2026. First seen by Alion on Jul 24, 2026.
Position Overview
This role is responsible for supporting Advisors and their teams and building a collaborative and productive environment. Responsibilities include management of strategic firm initiatives, and the day-to-day operation of the branch. This position is open to both producing and non-producing managers. This is an existing vacancy.
Duties and Responsibilities
• Branch execution of firm initiatives and objectives as set by the Director, National Sales• Recruiting of advisor teams who fit the profile and Richardson Wealth standards• Daily and Monthly trade supervision• Review & approval of all new account documentation• Trade correction review and approval• Marketing and client correspondence approvals• Financial plan and IPS approvals• Management and rollout of initiatives (insurance, banking, etc)• Monitoring of Branch and Advisor financials Education
• University degree• Must be licensed with CIRO as Registered Representative (RR), Branch Manager and Options Supervisor Course (OSC) Qualifications
• Minimum 3 years experience in a full service brokerage environment, including compliance supervision experience• Successful track record of competitive recruiting • Strong organizational skills • Excellent communication skills• Ability to work in a fast-paced environment and meet deadlines• Use of Dataphile, Microsoft Office Suite, Reuters.