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

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