Regional Director, Central

Focus Financial Partners•St. Louis, MO

About The Position

The Regional Director serves as the primary relationship manager for a portfolio of existing advisory firms in the Central division. The role strengthens advisor relationships, supports retention and engagement, and connects firms with investment, planning, operational, and practice-management resources. The Regional Director develops an understanding of each firm’s business, priorities, and challenges, then coordinates resources to help advisors serve clients and operate their practices effectively. Engagement is primarily through phone, video meetings, virtual presentations, and digital communication, with targeted in-person meetings and events as appropriate. This entry-level role manages a focused client roster in coordination with the Central Managing Director and Senior Regional Director. It supports responsible growth within existing relationships, with a primary focus on consultative relationship management, advisor support, retention, and solution delivery rather than prospecting or proactive sales.

Requirements

Bachelor’s degree required.
Relevant experience in wealth management, asset management, advisor relations, financial services, or consultative sales.
Experience working with financial advisors, RIAs, broker-dealers, or other wealth-management firms.
Demonstrated ability to manage and deepen professional client relationships.
Strong understanding of the financial advisory and asset-management industries.
Experience delivering virtual and in-person presentations.
Experience coordinating across internal teams to address client needs.
Proficiency with Salesforce or a comparable CRM platform.
Appropriate securities or investment-advisory licensing based on the responsibilities of the position (for example, SIE, Series 6, or Series 65).
Ability to obtain additional licenses or professional certifications/designations as needed.
Strong relationship-building and interpersonal skills and a consultative, service-oriented approach.
Ability to understand an advisor firm’s business and connect its needs with relevant solutions.
Working knowledge of investments, financial planning, wealth management, and advisor practice management.
Excellent verbal, written, presentation, and virtual communication skills.
Strong organization, attention to detail, and follow-through.
Ability to manage multiple priorities across a focused client portfolio.
Sound judgment about when virtual engagement is appropriate and when an in-person meeting is warranted.
Ability to collaborate effectively across multiple teams and functional areas.
Comfort using CRM, video conferencing, and other relationship-management technologies.
Ability to balance advisor service, retention, engagement, and responsible growth objectives.
Demonstrated accountability, curiosity, humility, and a solutions-oriented mindset.

Responsibilities

Serve as the primary relationship manager for an assigned portfolio of advisory firms across the Central division.
Understand each firm’s business model, priorities, client needs, and operational challenges.
Maintain consistent advisor engagement through calls, video meetings, email, and targeted in-person visits; respond promptly to requests and manage needs through resolution.
Build trusted relationships with firm leaders, advisors, and other stakeholders, identify relationship risks, and coordinate solutions.
Consult with advisors on practice-management topics such as client segmentation, client experience, succession planning, practice efficiency, and business development.
Help firms establish annual priorities and relationship plans, monitor progress, and act as an accountability partner.
Connect advisors with relevant resources and subject-matter experts, share best practices, and support onboarding and implementation of services and strategies.
Maintain knowledge of the organization’s investment, planning, operational, and advisor-support capabilities and explain how they address advisor needs.
Deliver compliant education through consultations, virtual presentations, webinars, and occasional in-person meetings; coordinate specialist discussions and support advisor or end-client presentations where appropriate.
Participate in or facilitate advisor learning groups, peer discussions, and educational programs.
Support asset and client retention through consistent engagement, responsive service, and early identification of relationship concerns.
Identify needs-based opportunities to expand advisors’ use of relevant services and capabilities; partner with sales or business-development colleagues when prospecting opportunities arise.
Contribute to relationship and asset growth objectives using a consultative, client-first approach, and monitor engagement, adoption, retention risks, and development opportunities.
Establish firm-specific coverage strategies and communication cadences, segment firms, and use virtual engagement as the primary routine coverage method.
Conduct purposeful in-person meetings when they are expected to advance relationships or address significant business needs.
Maintain complete CRM records of communications, meetings, commitments, follow-ups, and opportunities; prepare meeting recaps, relationship updates, and leadership reports.
Monitor assigned engagement, retention, adoption, and growth metrics.
Collaborate with divisional and regional leaders and teams across investment, planning, operations, service, marketing, compliance, and sales enablement; advocate internally for assigned firms and coordinate resources to address their needs.
Participate in team meetings, training, relationship-planning discussions, and selected advisor events; provide feedback on advisor needs, service experience, competitive activity, and improvement opportunities.
Contribute to team best practices and support the development of associates and other team members.