Regional Relationship Manager

Location: Multiple Regions Avaliable

 

POSITION SUMMARY

The Regional Relationship Manager is responsible for driving advisor growth, asset expansion, and operational excellence across an assigned territory. This role focuses on recruiting experienced financial advisors, accelerating asset and revenue growth, implementing cutting-edge technology solutions, and helping advisors build highly-effective teams.

The Regional Relationship Manager partners closely with Lead Advisors to increase profitability, improve efficiency, and redesign their practices so they can continue to grow income, reduce working hours, and focus exclusively on high-value, revenue-generating activities while eliminating low-revenue, dissatisfying, easily delegated responsibilities.

 
KEY RESPONSIBILITIES

Advisor Recruitment & Retention

• Identify, recruit, and onboard experienced financial advisors aligned with firm standards and growth objectives
• Develop strategic recruiting plans within the assigned region
• Support advisor transition processes to ensure seamless integration
• Foster long-term advisor relationships to drive retention and engagement Asset Growth & Business Development
• Partner with advisors to develop and execute asset growth strategies
• Support client acquisition and retention initiatives
• Analyze production metrics and identify opportunities to increase assets under management (AUM)
• Collaborate on business development campaigns and centers of influence strategies

Practice Management & Team Optimization

• Help advisors design and build effective team structures that maximize productivity
• Implement best practices in delegation, role clarity, and workflow optimization
• Assist advisors in eliminating low-revenue, frustrating activities that dilute profitability
• Guide Lead Advisors toward focusing on fulfilling, profitable, client-facing activities

Technology & Innovation Leadership

• Drive adoption of cutting-edge wealth management technologies
• Identify workflow automation opportunities to increase efficiency
• Train and support advisors in leveraging CRM, planning software, and digital tools
• Promote scalable systems that support long-term growth

Strategic Consulting & Coaching

• Serve as a strategic partner to Lead Advisors
• Provide practice management coaching to increase income and reduce time burden
• Conduct regular business reviews and performance assessments
• Align advisor goals with measurable business outcomes

Qualifications

• Bachelor’s degree in Business, Finance, or related field (advanced degree preferred)
• 5+ years of experience in wealth management, financial advisory, or practice management
• Series 7, 66 or 65/63, and preferably a Series 24
• Proven success recruiting and developing experienced financial advisors
• Strong understanding of AUM growth strategies and advisor economics
• Demonstrated experience implementing technology solutions in advisory practices
• Exceptional relationship-building and communication skills
• Ability to travel within assigned region

Core Competencies

• Strategic Thinking
• Influential Leadership
• Relationship Management
• Operational Excellence
• Growth & Profitability Focus
• Change Management
• Coaching & Development

Success Measures

• Net new advisor recruitment
• Net New Platform Assets
• AUM growth of Asset Management
• Life Insurance premium growth through Insurance & Advanced Planning division
• Increased advisor profitability
• Improved advisor productivity metrics
• Technology adoption and workflow efficiency improvements
• Enhanced advisor happiness and retention
• Strengthened compliance oversight and risk management standards

What Success Looks Like

Successful Regional Relationship Managers

empower advisors to:

• Grow income without increasing working hours
• Build efficient, high-performing teams
• Focus exclusively on high-impact, revenue-generating activities
• Eliminate unnecessary complexity and low-value work
• Create scalable, profitable businesses that enhance both client outcomes and advisor lifestyle

 

Salary & Benefits 

• Base Salary: six figure (based on experience)
• Bonus: performance bonus opportunities
• Benefits: company-paid comprehensive package

 

How to Apply 

If you’re a planner at heart who loves people and aspire to advance in your career, we welcome an opportunity to meet you. Submit your resume through our online portal.