Compensation: Overall compensation model is a mix of base and bonus. The total package is $250-300k.

We are working directly with an industry leader in financial and wealth management who is looking for a Regional Director. The organization is renowned for its innovative strategies, unparalleled client service, and commitment to excellence. With a track record of being number one in the company, they have ambitious growth goals for the years ahead and are seeking a dynamic and visionary leader to spearhead regional development and operations.

Key Responsibilities

Develop and implement strategic plans to achieve growth targets and expand market share within the region (and beyond).
Provide leadership, guidance, and mentorship to financial advisors and support staff, fostering a high-performance culture and promoting professional development.
Drive revenue generation through effective business development initiatives, client acquisition strategies, and cross-selling opportunities.
Market growth through recruitment and retention of experienced and early-career financial professionals, in partnership with the recruiting team.
Actively engage with diverse networks and participate in recruiting events to support diversity recruiting objectives.
Foster a supportive and collaborative environment that empowers our team to deliver a world-class client experience.
Actively guide and support financial professionals to maximize their potential in productivity and culture contributions.
Champion the use of technology platforms that enhance overall client experience and operational efficiencies.
Inspire financial professionals to be personally accountable for their desired outcomes, fostering a holistic financial planning culture.
Play a supporting role in engaging all clients in holistic financial planning, demonstrating, observing, and coaching mastery within the firm.

Qualifications

Bachelor's degree in Finance, Business Administration, or a related field; MBA or advanced degree preferred.
Minimum of 7 years of experience in financial services, with a proven track record of success in leadership roles within wealth management or related areas.
Excellent leadership abilities, with a demonstrated ability to inspire and motivate teams to achieve exceptional results.
Recruiting experience is a must have for the role.

Compensation

Overall compensation model is a mix of base and bonus. The total package is $250-300k.