There's no doubt branch managers play a critical support role for financial advisors. They mentor dozens of advisors—sometimes more than 100—and serve as recruiters, all the while having to lead their branches in the wake of corporate mergers and culture shock. The job is no longer just the coveted position advisors sought after a successful run.

Every year On Wall Street partners with New York Life/MainStay Investments to honor the year’s elite of branch management. A read through this year’s profiles of the top ten branch managers shows the hard work, dedication and commitment these professionals strive for. But some have their complaints about mounting pressures and changing cultures within their firms, as contributing writer Danny Sarch details on page 54. In addition, Associate Editor Andrew Welsch discusses in our cover story (page 26) how some firms have come to recognize the increasing burdens on branch management and are retooling their training programs to provide relief.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access