East Regional Director; Private Client Services

Responsibilities

• Collaborate with national leadership to develop and execute the regional business plan aligned with national or corporate goals.
• Identify growth areas in the market and set performance targets for advisors.
• Demonstrate acumen and fluency in wealth management, financial markets, and comprehensive planning.
• Pursue ongoing education to drive business outcomes in the region/market.
• Generate new business opportunities to achieve client acquisition and asset growth goals.

Client Engagement and Management

• Cultivate relationships with the most important clients in the region.
• Understand the composition and “health” of the regional client base.
• Maintain knowledge of clients to optimize client experience and limit outflows.
• Guide PWAs on managing their book, retaining clients, and executing impeccable service.

Internal Engagement

• Build strong relationships across Capital Group teams.
• Ambassador of PCS in the local market; amplify PCS key messages and value proposition at local events.

Talent / Private Wealth Advisor Talent Development and Coaching

• Maintain an always-on search for advisor talent in the market.
• Collaborate with Sales Enablement to enhance the skills and performance of PWAs through coaching and training.
• Deliver effective performance reviews based upon clear development plans.

Support National Sales Director on Firm-Wide Initiatives

• Support firm-wide initiatives across markets (e.g., OAS, Associate Clients, Philanthropy).
• Nationally and locally oversee event strategy and execution.

Community Engagement

• Engage in philanthropic activity in the market to build awareness of the PCS brand.
• Lead by example on broadening regional center of influence network through community presence.

Qualifications

You have exceptional industry experience, with a proven track record as a leader in wealth management and a deep understanding of private client needs.

You are strategic, partnering actively and looking holistically at the sales operating environment to identify opportunities for improvement that can create efficiency and accelerate growth.

You are an inspirational leader, helping advisors and associates visualize near and long-term success, and instilling purpose and driving engagement in day-to-day prospecting and client service.

You are agile, able to anticipate and deliver on the needs of a sophisticated, fast-paced business and possess the ability to simultaneously balance a wide range of strategic priorities.

You are collaborative, partnering seamlessly with teams across Capital Group, including marketing, product development, sales and service, to enhance the overall client experience and ensure alignment of sales efforts.

You are results oriented, setting clear expectations and driving accountability with both underlying behaviors as well as long term results.

You develop talent, ranging from new advisors to those with decades of experience.

You are influential and credible, operating as a highly visible ambassador and promoting excellence in client engagement, relationship development and practice management.

You are a present, hands-on leader and have a track record of coaching, mentoring, and developing high-performing sales teams.