Regional Director, Financial Planning – Southwestern/South Central United States

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a team of approximately 30 Planners dedicated to enhancing client acquisition, retention, and generating new asset flows for the Wealth Planning Group.

• Guide, develop, and support Planners to ensure success throughout the sales funnel, maximize client value through our wealth services, and lead their respective practices.

• Set priorities and focus areas while providing timely and accurate performance feedback to the Divisional Vice President and other senior management regarding Planner effectiveness.

• Cultivate and enhance a high-engagement culture that promotes success, morale, and the performance of Planners within the designated territory.

• Collaborate effectively across the organization to ensure an exceptional client experience, while also managing risks and complying with corporate policies and procedures.

• Contribute to the creation and execution of marketing and proactive lead-generation strategies, as well as the development and delivery of training initiatives.

• Work alongside Planners to define personal and professional objectives that align with company goals.

• Regularly present progress reports highlighting key achievements and identifying sales challenges.

⛳️ Requirements

• 5-10 years of experience in financial services sales management overseeing a team across a distributed, multi-state territory.

• Over 5 years of direct experience leading a workforce of 10 or more individuals, including responsibilities for hiring, termination, and performance management.

• Proven ability to lead and empower sales personnel.

• In-depth knowledge of financial services, comprehensive financial planning, and Registered Investment Advisors (RIAs).

• Demonstrated success in managing the client engagement process, utilizing metrics and feedback to enhance results.

• Familiarity with contact management systems, including reports generated by the system on prospect activities and pipeline, as well as access to client history.

• Proven ability to create and maintain a high-performance culture across practices, customizing engagement strategies to align with diverse goals, growth stages, and specific objectives.

• Capacity to promote a strong and cohesive culture among financial planners, driving engagement and cultural alignment across practices.

🏝️ Benefits

• Discretionary bonus

• Health insurance

• Dental and other wellness plans

• 401(k) contributions