Job Description
Position Overview
Regional Manager, Financial Planners
Join a purpose‑driven winning team, committed to results, in an inclusive and high‑performing culture.
The Regional Manager will lead a team of Financial Planners for an assigned market area, directly responsible for execution of investment business development opportunities within the mass affluent market with a primary focus on recent client acquisition through a customer‑focused culture and comprehensive financial planning framework, while adhering to Global Sales Principles, compliance and regulatory requirements.
Key Responsibilities
- Lead the execution of business development strategies.
- Delivery of coaching, training and recognition.
- Performance management.
- Financial Planner recruitment.
Sales Management Strategies
- Lead and support the execution of the Financial Planner Value Proposition and Customer Experience Model.