East Regional Director; Private Client Services

Capital Partners Mortgage LLC

New York, US
Base: $315,000-$355,000; bonus/equity: individual ...
Proven track record as a leader in wealth management
Deep understanding of private client needs
Fluency in wealth management and financial markets
The East Regional Director is responsible for driving business development, client engagement, and Private Wealth Advisor talent development within the defined geographic region

Job Summary

  • The East Regional Director is responsible for driving business development, client engagement, and Private Wealth Advisor talent development within the defined geographic region.
  • Candidates must demonstrate acumen in wealth management, financial markets, and comprehensive planning while actively pursuing ongoing education to drive business outcomes.
  • The role offers a competitive base salary ranging from $315,000 to $355,000, plus performance bonuses and a company-funded retirement contribution of 15%.

Matching Summary

The East Regional Director is responsible for driving business development, client engagement, and Private Wealth Advisor talent development within the defined geographic region.

Salary

Base: $315,000-$355,000; Bonus/Equity: Individual annual performance bonus plus Capital's annual profitability bonus; Benefits: Company-funded retirement contribution of 15% of eligible earnings

Skills & Requirements

Must-have

  • Proven track record as a leader in wealth management
  • Deep understanding of private client needs
  • Fluency in wealth management and financial markets
  • Experience with comprehensive planning strategies
  • Ability to drive new business opportunities

Nice-to-have

  • Inspirational leadership style
  • Agile decision-making in fast-paced environments
  • Strong collaborative partnership skills
  • Commitment to diversity and inclusion values
  • Experience with firm-wide initiatives like OAS

Key Requirements

  • Exceptional industry experience in wealth management leadership
  • Strategic partner with holistic sales operating environment view
  • Track record of coaching and developing high-performing sales teams

Work Rights

Not specified

Tailored Resume

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