Regional Sales Manager
Core
Coach and support financial advisors to grow their businesses through client acquisition, net flows, and practice management.
Role type
Regional Sales Manager (Financial Services)
Builds
Advisor growth and business expansion for individual, small business, and institutional clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Coaching, data analysis, business planning, training facilitation, behavior change influence, technical learning lab development, stakeholder management
Preferred skills
Financial services industry experience, sales/marketing experience, financial planning principles knowledge, advisor practice management systems knowledge
Technologies
CRM and financial planning tools
Responsibilities
Provide proactive support to advisors via calls, chats, and teams; Build cohorts of advisors focused on growth topics; Engage advisors in growth coaching and personalized planning; Develop technical learning labs and growth labs; Travel with Field Leaders to present and influence advisor uptake
Seniority
Mid-level, hands-on IC