Regional Director, Broker Dealer Wirehouses (Remote / In-Territory Eligible)
Core
Drive strategic sales and territory management for Wirehouse-affiliated Financial Advisors to increase Net New Assets (NNA) and market share.
Role type
Senior sales director (broker-dealer channel)
Builds
Long-term client relationships and fee-based advisory practices
Domain
Financial services / Asset management
Required skills
Business development, relationship management, investment theory knowledge, capital markets expertise, fee-based business modeling, presentation skills, territory P&L ownership
Preferred skills
MBA, CFA, CIMA, evidence-based investing conviction, coaching/mentoring
Technologies
None stated
Responsibilities
Generate new advisor relationships, deepen existing partnerships, partner with FAs to streamline practices, deliver high-impact presentations, act as thought leader, own territory P&L, coach junior team members
Seniority
Senior, hands-on IC