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 leader / Regional Director
Builds
Long-term client relationships and fee-based advisory practices for wirehouse partners
Domain
Financial Services / Asset Management / Capital Markets
Deliverable
client delivery
Required skills
Business development, relationship management, sales leadership, investment strategy, capital markets knowledge, asset allocation theory, presentation skills, territory management
Preferred skills
MBA, CFA, CIMA, evidence-based investing philosophy, coaching/mentoring
Technologies
None stated
Responsibilities
Generate new advisor relationships and deepen existing partnerships, partner with financial advisors to streamline practices and shift to fee-based models, deliver high-impact presentations on investment philosophy, 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 with territory management
