Wealth Advisory Regional Manager

4 weeks ago


Cincinnati, United States Cypress HCM Full time

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

  • sales objectives, establish success criteria, and provide coaching and education to business partners.
  • real-time guidance and feedback by actively participating in pre-call planning, client/prospect meetings, and post-call discussions.
  • and execute sales strategies tailored to assigned markets.
  • and manage essential systems infrastructure supporting Wealth client interactions, including email groups, telephone services, and support tracking technologies.
  • updated on industry trends, competitive advantages, and technological advancements.
  • leadership to Wealth Associates, fostering their growth and identifying areas for improvement.
  • performance excellence by meeting Key Performance Indicators (KPIs) and continually enhancing the client experience.


Requirements

  • degree in Business or a related field.
  • of 10 years of experience in Financial Services.
  • in Wealth and investment management operations, processes, and systems.
  • managing sales and client service teams, achieving high-level results
  • of achieving high results while adhering to enterprise Risk Management (ERM)


Plusses

  • leadership and collaborative qualities
  • degree in Business
  • or ChFC designation


*** Pay: $165-175K (Compensation can vary depending on experience)


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