Regional Director, High Net Worth Wealth Planning
Core
Manage a team of Wealth, Tax, and Estate Planning Consultants to deliver advanced financial planning and documented wealth strategies for High Net Worth and Ultra High Net Worth clients.
Role type
Senior IC wealth planning team lead (HNW/UHNW)
Builds
Documented wealth strategies, high-value financial plans, and client retention programs
Domain
Financial services / Wealth management / Tax and Estate planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team management, HNW/UHNW client segment sales, advanced financial planning, tax planning, estate planning, trust planning, insurance planning, business development, regulatory compliance, budget management, KPI definition, process design, stakeholder management, risk management
Preferred skills
NaviPlan and CCH financial planning software proficiency, IQPF designation, CPA/CA/CMA/CGA/LL.B/LL.L/LL.M, MBA, CLU/R.F.P./CIWM/TEP/FCSI/FMA/CIM/FEA/CIM/FEA designations, financial services sales experience, thought leadership
Technologies
NaviPlan, CCH financial planning software
Responsibilities
Manage and develop a team of wealth planning consultants; deliver complex wealth strategies for HNW/UHNW clients; establish and monitor KPIs for planning performance; oversee quality review processes for financial plans; develop internal/external networks to drive business growth; act as a subject matter expert in tax, estate, and succession planning; manage operating budgets and business processes; serve as a prime contact for regulators and internal stakeholders.
Seniority
Senior, hands-on IC with team leadership
