Complex Director
Core
Drive profitable multi-office growth across a defined geography by managing P&L, implementing strategy, and leading advisor/client acquisition and retention.
Role type
Senior leadership sales director (financial services)
Builds
Branch offices and advisor teams for individual, small business, and institutional clients
Domain
Financial services / Wealth management
Required skills
P&L management, business planning, team leadership, recruitment, performance coaching, risk management, client acquisition, regulatory compliance, data analysis
Preferred skills
Master's degree, CFP designation
Technologies
None stated
Responsibilities
Manage P&L and business planning for the complex; Recruit and onboard high-quality advisors; Coach branch managers and advisors on performance and client experience; Conduct regular business reviews and 1:1s; Ensure regulatory compliance and risk management; Foster local culture and community engagement
Seniority
Senior, hands-on IC