Hybrid Regional Manager
Core
Lead Capital Group's Client Hub-based hybrid sales roles within an assigned division, driving sales results and developing future sales talent.
Role type
Senior Regional Manager (Wealth Management)
Builds
Integrated territory teams of RWMCs, RRMs, and RRPCs
Domain
Financial Services / Wealth Management
Required skills
Sales leadership, hands-on coaching, territory management, consultative selling, data-driven prioritization, cross-functional collaboration, talent retention, performance monitoring
Preferred skills
AIF, AIFA, PPC, CIMA, CFA designations
Technologies
Data analytics tools, CRM systems
Responsibilities
Enable and coordinate an integrated territory team, aligning field and hub associates around shared priorities, consistent messaging, and a unified advisor experience. Coach and develop regional associates through hands-on, in-person, group, and virtual engagement, reinforcing consultative selling, territory management, and team-based sales excellence. Build, manage, and retain a strong pipeline of sales talent by setting clear performance expectations, providing actionable feedback, and supporting long-term career development. Lead regional sales performance by driving Plans Sold and territory results across RWMCs, RRMs, and RRPCs through disciplined execution of hybrid sales strategies aligned to firm objectives. Leverage data, analytics, and operating discipline to prioritize territories, identify risks and opportunities, monitor performance, and ensure follow-through on plans. Partner closely with Client Hub leadership, Field Sales, Sales Training, and divisional leaders to ensure alignment, collaboration, and execution across the enterprise.
Seniority
Senior, hands-on IC