Regional Director
Core
Lead regional growth by recruiting, onboarding, and coaching investment advisors to adopt disciplined business development practices and drive asset consolidation.
Role type
Senior IC Regional Director (Investment Advisor Network Development)
Builds
Advisor network growth, sustainable productivity, and client acquisition pipelines
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Investment advisor recruitment, business development coaching, practice management, CRM tool utilization, strategic planning, stakeholder collaboration, data-driven reporting, digital marketing adoption, team leadership, sales process optimization
Preferred skills
Experience with emerging advisor transition, scalable solution design, cross-functional partnership, autonomous culture reinforcement, growth strategy execution
Technologies
CRM tools, dashboards, lead reporting tools, digital marketing platforms, analytics solutions
Responsibilities
Generate leads and recruit qualified Investment Advisors; support new advisors in onboarding and early productivity milestones; manage advisor portfolio relationships and business development practices; strengthen client acquisition and retention strategies; encourage adoption of digital tools and analytics; coordinate advisor transitions to Regional Vice-Presidents; provide regional leadership insights on advisor trends and obstacles.
Seniority
Senior, hands-on IC
