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Region Development Manager
Posted 5 days ago
Job summary
Manage and support growth of the Wealth Management Strategy by collaborating with market leaders, teams, and advisors. Educate on financial planning, advisory processes, and sales opportunities. Support business development, educate bank partners, and leverage product providers. Significant travel required.
Responsibilities
The Region Development Manager contributes to the growth of the Affluent Wealth Management Strategy by coaching teams on financial planning, advisory processes, and sales best practices. They also collaborate with market leaders to identify business opportunities and provide subject matter expertise for client events.
Qualifications
Candidates must hold a bachelor's degree and possess five to seven years of relevant experience in the financial industry. Required credentials include FINRA Series 7, 65/66, and insurance licenses.
Benefits
- Healthcare
- Dental
- Vision
- Basic term life insurance
- Optional term life insurance
- Short-term disability
- Long-term disability
- Pregnancy disability leave
- Parental leave
- 401(k)
- Employer-funded retirement plan
- Paid vacation
- Paid holidays
- Adoption assistance
- Sick and Safe Leave
Company
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