Regional Director, Advisory

Please Note: We have ONE opening for a Regional Director, Advisory that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Wayne, PA, Annapolis, MD - Westwood, NJ - New York, NY - Boston, MA - McLean, VAWhy work at Modera Wealth?Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.Job Overview:We are looking for a Regional Director, Advisory to lead and oversee the core functions of the Advisory team, including collaboration with individual offices in implementing their local business plan, supporting advisors in the execution of office and individual growth plans, managing Modera growth goals, individual SMART goals, growth tactics, and drafting and communicating advisor policies and procedures.Responsibilities: Supporting offices and individual advisors in the execution of goals at the firm and advisor levelManaging monthly advisor meetings and local team lead meetingsDrafting and standardizing advisor-specific policies and processesProvide training on financial advisor processes and policiesManage the fee concession request processIn partnership with HR, develop training and new advisor onboarding and career tracksServes as a liaison between staff and advisor teamsSupervisory Responsibilities:Directly supervise/mentor up to 8 advisorsWork with other Regional Directors in seeking consistency and qualityWhat are we looking for?We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimismContagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires othersTrusted Relationships – supportive and authentic with mutual respect for colleaguesQualifications: Bachelor's DegreeCFP Certification10+ years of experience in a wealth management-related or financial services field5+ years of leadership in an RIA or other Financial Services firm, or practice management experienceTeam player, able to work well with all levels of the firm, and pitch in wherever neededAdaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlinesSkills and Competencies:Proven analytical and problem-solving skillsWorking knowledge of planning strategies and solutionsHighly proficient in the Microsoft Office SuiteExcellent written and verbal communication skillsSolid strategic thinker, creative problem solver, and competent decision makerCreates an environment of empowerment; lets people know they make a differenceIs direct, influential, and diplomatic in communication and mannerProven people leader, with strong coaching and mentoring skillsBenefits:Performance-based bonusSafe Harbor 401(k) planMedical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurancePaid vacationOpportunities for professional growth and continuing educationPartial remote workSalary range: $175,000-225,000 annually, non-exemptPay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job roleModera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.