Regional Director, Wirehouses
Core
Lead business development and relationship management for wirehouse-affiliated financial advisors in the US Midwest, driving Net New Assets and market share growth.
Role type
Senior sales director (financial services)
Builds
Long-term client relationships and fee-based advisory practices for wirehouse partners
Domain
Financial services / Asset management
Required skills
Business development, relationship management, sales leadership, investment knowledge, capital markets expertise, asset allocation theory, presentation skills, territory management, fiduciary-aligned portfolio construction, coaching
Preferred skills
MBA, CFA, CIMA, evidence-based investing conviction, entrepreneurial mindset, complex narrative translation
Technologies
None stated
Responsibilities
Generate new advisor relationships and deepen existing partnerships to maximize Net New Assets; Partner with financial advisors to streamline practices and shift toward fee-based models; Deliver high-impact presentations on investment philosophy at conferences and branch sessions; Act as a thought leader and brand ambassador; Coordinate with internal teams to support complex advisor needs; Coach and mentor junior team members
Seniority
Senior, hands-on IC