Regional Director

This is a fully remote position, open to applicants in Minnesota, +2 more states.

📋 Description

• Generate new business opportunities for Frontier.

• Cultivate and maintain relationships with current advisors.

• Create and implement a strategic plan for a designated territory.

• Oversee and allocate resources to optimize sales within the assigned budget.

• Provide consulting assistance to both current and prospective financial advisors.

• Collaborate and mentor alongside the Regional Sales Consultant and Client Service Team.

• Advocate for a top-tier sales and service framework for advisors.

• Build and enhance relationships with existing and potential advisors in conjunction with the RSC.

• Participate in and deliver presentations at broker/dealer conferences and events.

• Communicate strategies through in-person meetings, webcasts, and various sales tools.

• Update and maintain records of meetings in Salesforce CRM.

• Manage the regional budget effectively.

• Travel expected to be 50–75%.

⛳️ Requirements

• Bachelor’s degree is mandatory.

• At least 5 years of experience in investment wholesale.

• Demonstrated success with an established sales record in the industry.

• Strong connections within the industry, particularly in the IBD and RIA sectors.

• Excellent organizational abilities to handle multiple projects simultaneously.

• Exceptional written, oral, and verbal communication skills.

• Proficient in computer skills, including Salesforce, Pardot, Microsoft Office, and Zoom.

• Comprehensive knowledge of financial services.

• Series 65 and/or CFP® certification is preferred.

🏝️ Benefits

• Earn 4 weeks of Paid Time Off.

• Paid holidays.

• Health, Dental, Vision, and Life Insurance coverage.

• 401(k) plan.

• Potential additional 4% Employer Match, totaling 8%.

• Competitive sales compensation.

• Commitment to ongoing education and professional development.