Regional Director, Financial Planning in United States at Jobgether

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Regional Director, Financial Planning in United States.

This is an exceptional opportunity for a strategic and people-focused financial services leader to oversee and elevate a high-performing team of financial planners across a multi-state territory. In this role, you will drive client acquisition, retention, and long-term growth while mentoring advisors to deliver an outstanding client experience. You’ll play a critical role in shaping team culture, improving planner performance, and aligning regional initiatives with broader business objectives. The environment is collaborative, fast-paced, and deeply focused on helping clients achieve financial confidence at every stage of life. This position offers strong leadership visibility, meaningful impact, and the ability to influence both advisor success and client outcomes. Ideal candidates are passionate about coaching teams, building scalable performance strategies, and fostering a culture of accountability and growth.

• Lead and manage a regional team of approximately 30 financial planners focused on client acquisition, retention, and asset growth.
• Mentor, coach, and support planners throughout the sales and financial planning lifecycle to enhance client engagement and practice success.
• Drive performance management initiatives, establish clear priorities, and provide ongoing feedback to senior leadership regarding team results and opportunities.
• Foster a high-engagement, performance-oriented culture that promotes collaboration, accountability, and advisor development.
• Partner cross-functionally with internal teams to ensure an exceptional client experience while maintaining compliance with company policies and risk management standards.
• Support the development and execution of marketing initiatives, lead-generation strategies, and training programs.
• Collaborate with planners to define personal and professional development goals aligned with organizational objectives.
• Present regular business updates, progress reports, and performance insights while identifying obstacles and recommending solutions.
• Promote best practices in comprehensive financial planning, relationship management, and client service excellence across the territory.

• 5–10 years of experience in financial services sales management across distributed, multi-state teams.
• Minimum 5 years of direct leadership experience managing teams of 10+ professionals, including hiring, coaching, performance management, and employee development.
• Strong understanding of financial planning, wealth management strategies, RIAs, and broader financial services operations.
• Demonstrated success leading and empowering sales-driven financial planning teams.
• Experience managing client engagement processes and leveraging metrics and performance feedback to improve outcomes.
• Proficiency with contact management systems, CRM platforms, reporting tools, and sales pipeline management.
• Proven ability to build and sustain high-performing, advisor-focused cultures across diverse practices and territories.
• Strong leadership, communication, coaching, and relationship-building skills.
• Ability to drive engagement, accountability, and cultural alignment while supporting business growth objectives.
• Strategic mindset with the ability to balance client experience, operational excellence, and team performance.

• Competitive total target cash compensation ranging from $379,000 to $447,000 USD, including base salary and performance-based bonus opportunities.
• Comprehensive health, dental, and wellness coverage.
• 401(k) retirement plan with company contributions.
• Additional incentive and discretionary bonus opportunities.
• Flexible remote work options within the Southwestern or South Central United States, with potential Phoenix office access.
• Career growth opportunities within a collaborative and values-driven organization.
• Supportive leadership culture focused on mentorship, development, and professional advancement.
• Access to training, leadership development, and ongoing learning resources.
• Inclusive workplace environment committed to diversity, equity, and professional respect.
• Employee accommodation support throughout the hiring process and employment journey.