Regional Director
Beacon Pointe, New York, NY, United States
Job Description
We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director based in New York, NY, responsible for coordinating sales efforts across our network of referral channels. The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of their assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches. The ideal candidate will have a demonstrated track record of success of sales in the financial advisory industry as well as extensive knowledge of wealth management topics – investments, financial planning, etc. The ideal candidate will also have an existing network of relationships with our referral partners or a demonstrated ability to build one quickly.
Responsibilities
Strategically plan and manage resources to maximize territory sales
Develop and manage a strong and active pipeline
Work directly with Financial Consultants from our referral partners to identify prospective Beacon Pointe clients and convert them
Partner with other Beacon Pointe wealth advisors and associates to develop proposals for, convert and onboard new clients and maintain relationships with legacy clients.
Minimum of twenty (20) meetings per week in the field conducting one-on-one meetings with referral partner advisors and/or prospects, presentations, webinars, or branch meetings
Salesforce CRM Usage Required
Reports to Company’s Senior Leadership Team
25% travel required
Other duties may be assigned
Qualifications
At least 10+ years of sales financial industry experience, including at least 5+ years of wholesaling experience or 5+ years of experience as an advisor of one of our referrals partners a must
Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred), MBA or above preferred
Ability to create and deliver effective presentations, branch meetings, and one-on-ones with financial consultants and their clients
Ability to conduct and lead wealth management meetings with prospective clients and lead them to a close
Ability to grow a territory as measured by sales and persistency of business over multiple years
Strong understanding of financial services and wealth management industry
Strong organizational and leadership skills
Excellent written, verbal and presentation skills
Must reside in territory
Series 63/65 licenses required
CFP designation preferred
Critical Skills for Success
Client Focused – Passionate drive to please our referral partners and our clients
Critical Thinking – thoughtful problem-solving skills
Commitment to Safeguarding the Beacon Pointe brand by putting the client first and doing the right thing always
Highest Integrity – even at the expense of business success
Team Mentality - Partnering effectively with fellow associates and referral partners to drive a team-oriented culture and execute on our goals
Learning Ability – openness to new ways of thinking and acquiring new skills to retain a competitive advantage
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
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We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director based in New York, NY, responsible for coordinating sales efforts across our network of referral channels. The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of their assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches. The ideal candidate will have a demonstrated track record of success of sales in the financial advisory industry as well as extensive knowledge of wealth management topics – investments, financial planning, etc. The ideal candidate will also have an existing network of relationships with our referral partners or a demonstrated ability to build one quickly.
Responsibilities
Strategically plan and manage resources to maximize territory sales
Develop and manage a strong and active pipeline
Work directly with Financial Consultants from our referral partners to identify prospective Beacon Pointe clients and convert them
Partner with other Beacon Pointe wealth advisors and associates to develop proposals for, convert and onboard new clients and maintain relationships with legacy clients.
Minimum of twenty (20) meetings per week in the field conducting one-on-one meetings with referral partner advisors and/or prospects, presentations, webinars, or branch meetings
Salesforce CRM Usage Required
Reports to Company’s Senior Leadership Team
25% travel required
Other duties may be assigned
Qualifications
At least 10+ years of sales financial industry experience, including at least 5+ years of wholesaling experience or 5+ years of experience as an advisor of one of our referrals partners a must
Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred), MBA or above preferred
Ability to create and deliver effective presentations, branch meetings, and one-on-ones with financial consultants and their clients
Ability to conduct and lead wealth management meetings with prospective clients and lead them to a close
Ability to grow a territory as measured by sales and persistency of business over multiple years
Strong understanding of financial services and wealth management industry
Strong organizational and leadership skills
Excellent written, verbal and presentation skills
Must reside in territory
Series 63/65 licenses required
CFP designation preferred
Critical Skills for Success
Client Focused – Passionate drive to please our referral partners and our clients
Critical Thinking – thoughtful problem-solving skills
Commitment to Safeguarding the Beacon Pointe brand by putting the client first and doing the right thing always
Highest Integrity – even at the expense of business success
Team Mentality - Partnering effectively with fellow associates and referral partners to drive a team-oriented culture and execute on our goals
Learning Ability – openness to new ways of thinking and acquiring new skills to retain a competitive advantage
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
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