Regional Director, Financial Planning
New
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Edelman Financial Engines, LLCFinancial Services
Location: Remote, United StatesFull-TimeDirector
Salary$379,000-$447,000, comprised of base salary and bonus
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Job Details
- Experience
- 5-10 years in financial services sales management
Requirements
- 5-10 years in financial services sales management covering a team across a distributed, multi-state territory.
- 5+ years direct experience leading a workforce of 10+ individuals including hiring, termination, and performance management.
- Confirmed ability to lead and empower sales staff.
- Deep understanding of financial services, comprehensive financial planning, and RIAs.
- Demonstrated success in managing the client engagement process including metrics and feedback.
- Experience with contact management systems, including system-created reports and viewing client history.
- Demonstrated success in building and sustaining a high-performance culture.
- Ability to foster a strong, cohesive culture among financial planners.
Responsibilities
- Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
- Mentor, develop, and support Planners to drive success throughout the sales funnel and expand client value.
- Drive priorities and provide accurate feedback to Divisional Vice President and senior management on performance.
- Create and enhance a high-engagement culture that supports success, morale, and performance of Planners.
- Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
- Assist in the development and implementation of marketing and lead-generation plans and training delivery.
- Partner with Planners to establish personal and professional goals aligned with company objectives.
- Present regular progress reports, highlighting key achievements and identifying sales obstacles.
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