Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Leading a team of Financial Planners for an assigned market area, the Regional Manager will have direct responsibility for execution of investment business development opportunities within the mass affluent market with a primary focus on new client acquisition through a customer-focused culture and comprehensive financial planning framework, while adhering to Global Sales Principles, compliance and regulatory requirements.

Key Responsibilities

• Leading the execution of business development strategies
• Delivery of coaching, training and recognition
• Performance management
• Financial Planner recruitment

Key Accountabilities

The Regional Manager, Financial Planners will be responsible for the following:

Leading the execution of sales management strategies and initiatives f...