Regional Wealth Manager
Core
Plans, coordinates, and supervises Wealth Management Teams across multiple markets to drive profitability, sales, and client service.
Role type
Senior Regional Wealth Manager (Team Lead)
Builds
Wealth Management teams and client portfolios across multiple geographies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
team management, sales strategy, financial modeling, regulatory compliance, budgeting, benchmarking, new business development, investment strategy, performance appraisal
Preferred skills
CFP, CWS, Series 24/7/66/65/63 licenses, Life and Health licenses, 10+ years management experience
Technologies
Microsoft Office (Word, Excel, Access, PowerPoint)
Responsibilities
Manage multidisciplinary wealth teams across markets, establish sales goals and strategies, implement One Wealth model, maintain regulatory compliance and risk policies, develop financial forecasts and budgets, compile financial reports, provide guidance to team members, meet with clients for new business development, supervise staff and evaluate performance
Seniority
Senior, hands-on IC with supervisory responsibilities
