Associate Regional Director
Core
Supports the Regional Managing Director in driving business strategy, managing private wealth advisors, and delivering an exceptional ultra-high-net-worth (UHNW) client experience.
Role type
Senior leadership IC (Regional Director)
Builds
Private wealth advisory teams and UHNW client solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Strategic Thinking, Coaching, Decision Making, Executive Presence, Recruiting, Risk Management, Leadership Development, Performance Management, Relationship Building, Drives Engagement
Preferred skills
Large-scale organization leadership, Matrixed environment navigation, Strategic business planning, Operational expertise, Crisis management, Transformation leadership
Technologies
Series 7, 63, 65, 66, 9, 10, 31, 3 licenses
Responsibilities
Execute regional business plan focusing on advisor productivity and revenue growth; Recruit, coach, and retain high-performing talent; Influence advisor engagement and client experience; Act as regulatory supervisor for private wealth advisors; Represent the firm in local market business development and recruiting activities.
Seniority
Senior, hands-on IC with management scale
