Regional Director, Financial Planning (Southwestern/South Central United States)

Edelman Financial Engines•Phoenix, AZ

88d•$379,000 - $447,000•Remote

About The Position

The Regional Director, Financial Planning is a highly motivated professional with experience in building, managing and leading teams of financial planners. This individual will work closely with their team, coaching them and creating an environment that supports superior client experience, resulting in helping more clients achieve their financial and life goals. Interested individuals should possess superior knowledge of all products and strategies available to meet client needs. If you are interested in joining a winning team, being part of a dynamic culture and helping others grow, this role may be just what you are looking for. At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

Requirements

5-10 years in financial services sales management covering a team across a distributed, multi-state territory.
5+ years direct experience leading a workforce of 10+ individuals including responsibility for hiring, termination, and performance management.
Confirmed ability to lead and empower sales staff.
Deep understanding of financial services, comprehensive financial planning and RIAs.
Demonstrated success in managing the client engagement process; incorporating metrics and feedback to improve results.
Experience with contact management systems, including system-created reports on prospect activity and pipeline, in addition to viewing client history.
Demonstrated success in building and sustaining a high‑performance culture across practices, tailoring engagement strategies to align with varied goals, growth stages, and practice‑specific objectives.
Ability to foster a strong, cohesive culture among financial planners and drive engagement and cultural alignment across practices.

Responsibilities

Lead a territory of approximately 30 Planners who are in place to drive client acquisition, retention and net new asset flows for the Wealth Planning Group.
Mentor, develop and support Planners to drive success throughout the sales funnel, expanded client value through our wealth services and lead their practices.
Drive priorities and areas of focus and provide timely and accurate feedback to Divisional Vice President and other senior management on Planner performance.
Create and enhance a high‑engagement culture that supports success, morale, and performance of Planners within the assigned territory.
Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures.
Assist in the development/implementation of marketing and proactive lead-generation plans and the creation and delivery of training.
Partner with Planners to establish personal and professional goals to meet company goals.
Regular presentation of progress reports, reporting on key achievements and identifying sales obstacles.