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

About the role

This role will lead operational priorities where safety, quality, compliance, and execution discipline are central to success. You will collaborate with field leadership, support functions, and cross-functional stakeholders to improve accountability, service delivery, and operational consistency. The position offers the opportunity to influence operational scale, customer outcomes, and organizational performance within a regulated financial services environment.

Responsibilities

• Lead and manage a team of approximately 30 Planners focused on client acquisition and retention
• Mentor and support Planners to enhance their sales success and client value creation
• Provide timely performance feedback to senior management
• Cultivate a high-engagement culture to boost morale and performance
• Collaborate with other departments to ensure superior client experience and compliance
• Assist in developing marketing and lead-generation strategies and training programs
• Set personal and professional goals in partnership with Planners
• Deliver regular progress reports and identify sales challenges

Qualifications

• 5-10 years in financial services sales management across multi-state territory
• 5+ years leading a team of 10 or more, responsible for hiring and performance management
• Proven ability to lead and empower sales teams
• Deep knowledge of financial services and comprehensive financial planning
• Experience managing client engagement with metrics and feedback
• Familiarity with contact management systems and client history reporting
• Track record of fostering a high-performance culture with tailored engagement strategies

Benefits

• Health, dental, and other wellness plans
• 401(k) contributions
• Discretionary bonus eligibility
• Performance-based bonus potential

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $379,000 – $447,000 annually