RIA Branch Manager

Title: RIA Branch Manager

Summary

• Position: RIA Branch Manager
• Location: Fort Worth TX
• 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.
• Elite Benefits: Medical Dental Vision Disability Life PTO 401k with match. Comprehensive support for your success.
• Dress Code: Business Professional
• Request: If interested please email an introduction video stating why you are interested in the position as well as your resume to

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 for our home office - a true visionary with a proven track record of driving significant growth and leading high-performance teams. You will be playing a key role in scaling out a multi-office boutique RIA. This is not just a management role; its an opportunity to build innovate and directly influence the strategic 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. Were 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 Strittmatter Strittmatter Wealth Management Group LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth TX. We have been in business since 2007 and specialize in retirement planning investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit .

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 teams 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.
• Strategic Initiatives: Perform other duties and responsibilities as assigned with a focus on driving core business objectives.

Job Requirements - Your Foundation for Success

• 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: Bachelors 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.
• Software Proficiency: MS Excel Word Outlook and PowerPoint proficiency to produce presentations correspondence electronic communication; maintain spreadsheets and databases.

Skills Necessary - Your Competitive Edge

• 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.
• Autonomous Collaboration: Ability to excel independently while also contributing powerfully within a team environment.

Software Used - Your Toolkit for Dominance

• Recruitment platform.
• Outlook email.
• Redtail CRM.
• Microsoft Office (Word/ Excel/ PowerPoint).
• Google Suite (Docs Sheets Forms).
• Industry specific software (Morningstar eMoney and VeoOne).

Mission Statement:

• Always putting clients first helping them realize their wealth dreams live their purpose and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose contribute to the success of many and make a difference in the lives of our clients and the communities we serve.

Company Goals:

• Grow revenue by 30-50% per year
• Grow sales force by 50% per year
• Expand offering to new verticals each year
• Provide advanced planning strategies to high net worth clients

Company Values:

To Learn more about our company values go to Strittmatter Brochure:

To learn more about what Strittmatter has to offer download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/ Join Us

• Long term career focused company with unlimited growth opportunities
• Competitive compensation with performance-based bonuses.
• Comprehensive benefits package including medical dental vision disability and life insurance.
• 401(k) with company match to support your financial future.
• A professional collaborative and growth-oriented work environment.

We look forward to meeting you!

Required Experience:

Manager