Regional Director of Financial Planning

Job Summary

Leading a team of financial planners across a multi-state territory, the full-time Regional Director of Financial Planning will mentor and develop staff to enhance client acquisition and retention while driving a high-performance culture in a remote environment.

Key responsibilities

• Lead and manage a territory of approximately 30 financial planners to drive client acquisition and retention
• Mentor and support planners to enhance their success and client engagement throughout the sales process
• Provide feedback on planner performance and collaborate with senior management to drive organizational goals

Required qualifications

• 5-10 years of experience in financial services sales management across a distributed, multi-state territory
• 5+ years of direct experience leading a team of 10 or more individuals, including hiring and performance management
• Deep understanding of financial services, comprehensive financial planning, and registered investment advisors (RIAs)
• Proven success in managing the client engagement process and improving results through metrics and feedback
• Experience with contact management systems and the ability to analyze client history and prospect activity