Preside over sales and business development.
Adjudicate disputes between financial advisors.
Manage financial advisors within the office, including the hiring and firing of.
Make the office and its parent firm a visible presence in community affairs and charitable activities.
Ensure the branch's goals and objectives are met in a timely fashion.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.