Regional Director, Personal Investor Wealth Management
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About The Position
The Regional Director, Personal Investor Wealth Management will lead, develop, empower, and guide a team of Wealth Advisor Executives in providing wealth planning to help clients with their wealth planning goals and aligned with business objectives, as well as exercise strategic and competitive acumen and leadership. This role involves managing a large, multi-billion-dollar book of business and coaching a highly specialized team. The director will meet with key clients and prospects to deepen and secure large, complex relationships, driving client satisfaction and retention, offer penetration, and growth. Collaboration with senior leaders across various wealth segments is essential, as well as participation in governing bodies to ensure oversight and risk mitigation. The position requires learning agility and a deep understanding of portfolio management processes and investment methodology to support the team and influence necessary technology and process improvements.
