Wealth Regional Market President

About the role

Drive outstanding sales generation and client service by managing, coaching, and guiding Wealth Advisors, Private Bankers, and Wealth Associates in a defined market. Create strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group and Private Client.

Responsibilities

• Establish sales goals, define and manage success formulas, and coach and educate business partners.
• Routinely assist with pre-call planning, client/prospect appointments, and post-call debriefs to provide real-time coaching and feedback.
• Develop and implement sales strategies specific to assigned markets.
• Implement and maintain systems infrastructure to support Wealth and Private Client facing associates, including group email, telephone/call center, support case tracking, and other technologies.
• Become proficient within systems to provide support to the team.
• Provide leadership and direction to Wealth Associates who support client-facing associates.
• Leverage strengths and identify performance gaps; provide development opportunities aligned with career goals to build bench strength for key positions.
• Deliver on KPIs with a focus on continual improvement to enhance internal and external client experience.
• Manage a team of Wealth Advisors, Private Bankers, and Wealth Associates, including hiring, retaining, and managing ongoing performance.

Requirements

• Bachelor’s degree in Business or related field.
• Minimum of 10 years of Financial Services experience.
• Technically sound with demonstrated knowledge of servicing Wealth and Private Clients, investment management client needs, operational processes, and key systems.
• Understanding of key performance metrics.
• Relevant experience managing sales and client service teams.
• Ability to achieve high-level results while adhering to Enterprise Risk Management (ERM).

Preferred Qualifications

• Outstanding leadership and collaborative qualities.
• Master’s degree in Business.
• Advanced designation such as CFP® or ChFC®.

Physical Requirements

• Sit and work on a computer for long periods of time.
• Converse with clients.
• Occasionally lifts and carries up to 50 lbs.
• Frequently lifts and carries up to 10 lbs.
• Frequently sits, stands, walks, and drives.
• Driving as needed.

Pay

Base Pay Range: $175,000/year to $215,000/year.

Benefits

Relevant, thoughtful benefits and programs that support every aspect of associates' holistic wellbeing. All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.