Regional Manager - Wealth Advisory Services
Cypress HCM
Cincinnati, OH
- $165 Hourly
- Full-Time
Job Description
Company Info
Job Description
Wealth Advisory Regional Manager
Location
- Cincinnati, OH 45202 (Downtown – On-site)
Description
We're seeking a Regional Manager – Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and supporting Wealth Advisors and Wealth Associates within a specified market. This role involves fostering strong partnerships with business leaders to expand Wealth Advisory Services.
Responsibilities
- Set sales objectives, establish success criteria, and provide coaching and education to business partners.
- Offer real-time guidance and feedback by actively participating in pre-call planning, client/prospect meetings, and post-call discussions.
- Devise and execute sales strategies tailored to assigned markets.
- Implement and manage essential systems infrastructure supporting Wealth client interactions, including email groups, telephone services, and support tracking technologies.
- Keep updated on industry trends, competitive advantages, and technological advancements.
- Provide leadership to Wealth Associates, fostering their growth and identifying areas for improvement.
- Drive performance excellence by meeting Key Performance Indicators (KPIs) and continually enhancing the client experience.
Requirements
- Bachelor’s degree in Business or a related field.
- Minimum of 10 years of experience in Financial Services.
- Proficient in Wealth and investment management operations, processes, and systems.
- Experience managing sales and client service teams, achieving high-level results
- Capable of achieving high results while adhering to enterprise Risk Management (ERM)
Plusses
- Excellent leadership and collaborative qualities
- Master's degree in Business
- CFP or ChFC designation
*** Pay: $165-175K (Compensation can vary depending on experience)
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