Regional Director, Financial Planning… at Edelman… · Location…

The Regional Director, Financial Planning is responsible for leading a team of Financial Planners within an assigned territory and driving business execution, client growth, planner development, and team engagement. This leader serves as the primary coach and performance manager for planners and is accountable for achieving regional production, retention, and client experience objectives.

The Regional Director creates a high-performing culture through leadership, coaching, accountability, and partnership across the firm. While primarily focused on regional execution, this leader contributes to broader organizational initiatives and supports the strategic priorities established by Wealth Planning leadership.

Responsibilities:

• Team Leadership
  • Lead a territory of Financial Planners responsible for client acquisition, retention, and asset growth.
  • Create a culture of accountability, engagement, and performance.
  • Establish clear goals and expectations aligned with company objectives.
  • Conduct ongoing performance coaching and development discussions.
  • Ensure planners maintain high-quality client experiences.
• Coaching & Development
  • Coach planners through all stages of the client engagement process.
  • Improve planner effectiveness in prospecting, conversion, planning, and client retention.
  • Support professional development and career growth.
  • Assist planners in building sustainable and scalable practices.
  • Identify and develop future leadership talent.
• Business Performance
  • Drive achievement of regional business goals and key performance metrics.
  • Monitor planner productivity, conversion rates, and client outcomes.
  • Implement business strategies and priorities established by executive leadership.
  • Address performance issues and create improvement plans when necessary.
  • Regularly report business results and key trends.
• Cross-Functional Partnership
  • Collaborate with service, operations, investment management, recruiting, marketing, and leadership teams.
  • Support implementation of firm initiatives and organizational priorities.
  • Partner across functions to improve client experience and operational effectiveness.
  • Ensure compliance with firm policies and risk management standards.
• Culture & Engagement
  • Foster strong employee engagement and team collaboration.
  • Reinforce firm values and cultural expectations.
  • Support change management initiatives.
  • Promote inclusion, professionalism, and teamwork throughout the region.

Requirements:

• 5-10 years of leadership experience within financial services or wealth management.
• Experience managing and developing professional teams.
• Strong coaching and performance management skills.
• Understanding of financial planning, wealth management, and client acquisition strategies.
• Demonstrated ability to drive business results through people leadership.
• Strong communication and relationship management capabilities.

Preferred:

• Experience leading geographically dispersed teams.
• Experience with advisor development and practice management.
• Relevant industry licenses and certifications.

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $379,000-$447,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.