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Regional Manager Wealth Advisory Services (Butler County)
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Full-time
- The Regional Manager - Wealth Advisory Services is responsible for driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors and Wealth Associates in a defined market while creating strong collaboration with business partner leaders to grow Wealth Advisory Services.
- Implement and maintain necessary systems infrastructure to support Wealth client facing associates including group email, telephone/call center, support case tracking and other technologies.
- Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates.
- Deliver on implemented KPI's with a focus on continual improvement to enhance the internal and external client experience.
- Technically sound with demonstrated knowledge and understanding of servicing Wealth and investment management client needs, operational processes and key systems needed to support the Wealth client.
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