The Regional Director will lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows
Job Summary
The Regional Director will lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
This role requires deep knowledge of all products and strategies available to meet client needs while mentoring staff to achieve superior results.
Edelman Financial Engines offers a competitive total target cash range of $379,000-$447,000 with performance-linked bonuses and comprehensive benefits.
Matching Summary
The Regional Director will lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Salary
Base: $379,000-$447,000; Bonus/Equity: Performance-linked bonus based on sales growth; Benefits: Discretionary bonus, health, dental, wellness plans, 401(k)
Skills & Requirements
Must-have
5-10 years financial services sales management
Direct leadership of 10+ person workforce
Experience with contact management systems
Deep understanding of comprehensive financial planning
Proven success in multi-state territory management
Nice-to-have
Strong coaching and mentorship capabilities
Ability to build high-engagement culture
Experience with proactive lead-generation plans
Strategic partnership across organization
Commitment to client-first values
Key Requirements
5-10 years in financial services sales management
5+ years leading a workforce of 10+ individuals
Demonstrated success managing client engagement process
Experience with system-created reports on prospect activity
Ability to hire, terminate, and manage performance