Regional Director, Wealth Management

Responsibilities Conduct one‑on‑one and team coaching sessions to enhance advisor skills in communication, client acquisition, and retention Act as the primary stakeholder for the execution and adoption of GDWM and the GPS platform in the region of coverage Assist advisors in implementing effective prospecting and consultative revenue‑generating techniques Lead workshops on topics such as client relationship management, goal‑setting, and business development strategies Track advisor progress against development plans and provide actionable feedback Partner with leadership to embed growth‑oriented behaviors into team practices Support delivery of wealth management value proposition thru digital capabilities in GPS and Private Passport Create and maintain training materials, playbooks, and best‑practice guides Proactively gather and share insights from key stakeholders to inform ongoing process improvements Requirements Bachelor’s degree in Finance, Business, Marketing, or related field 5+ years of experience in wealth management, financial advisory, or sales coaching Proven ability to influence and drive behavioral change within teams Excellent communication, presentation, and interpersonal skills Experience in training or coaching roles within financial services preferred #J-18808-Ljbffr Jobtailor