Harrison Gray Search and Consulting LLC
Regional Director - Advisory (Chicago)
Harrison Gray Search and Consulting LLC, Lincolnshire, Illinois, United States, 60069
Harrison Gray Search
has partnered with a $25B independent registered investment advisory firm to find their next Regional Director for the Chicago Region. In the role of Regional Director, you will serve as a visionary leader and central representative for team members and business partners across designated markets. This role provides an opportunity to shape growth strategies, inspire teams, and drive strong business outcomes. You will be tasked with setting and surpassing growth targets, crafting innovative strategies to enhance revenue, and adapting effective methods to ensure profitability. Leading dynamic marketing efforts, identifying market trends, and developing initiatives that engage clients will be key components of this role. From managing impactful promotional events to delivering advanced training programs for advisors, you will be instrumental in efforts to attract and retain valued clients.
As a Regional Director, you will also guide cross-functional teams, ensuring smooth implementation of processes that enhance client experiences. Additionally, you will act as a trusted resource for advisory team members-listening, addressing concerns, and resolving challenges to foster a supportive, high-performance environment.
This is a full-time leadership position. The Regional Director (RD) can expect to focus on the following areas:Owns the P&L of assigned teamsProvide leadership to a group of advisor teamsDevelops a regional organic growth strategy to achieve firm goalsDevelops a strategy to improve client retention; monitors retention metrics across teams and resolves any issuesPartners with the Director of Client Service to ensure optimal service to advisors and clientsAchieves segmentation and utilization metricsAccountable for appropriate team capacity allocation and planningDevelops staffing plans tailored to the regional needs and growth projectionsCoaches team leaders and advisors in all areas of their practiceFacilitates cross-team collaboration and defining best practices with other RDsAssists with sourcing and attracting advisory talentAssists with sourcing M&A targetsDevelops and organizes advisor retreats and events in their regionProvides support to advisors with sourcing and closing new client opportunities with advisors, when neededQualifications
The Regional Director position typically requires the following qualifications:
Bachelor's degree in business, finance, marketing, or related field from an accredited college or university; Master's degree a plus.10+ years in the wealth management or financial services industry5+ years in a leadership roleCFP® (Certified Financial Planning) designation preferredMust have a clean U4 with no disclosures (if applicable)Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.Familiarity with Salesforce, Tamarac, MS Office, MoneyGuide ProOutstanding communication and interpersonal skillsAptitude in creative problem-solvingExperience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actionsWillingness and ability to travel within the region regularly.Desire to support the growth of advisors, teams, regions, and firm.Possesses a "not afraid to get into the weeds and roll-up sleeves" mentality.**This role must be present within the assigned offices regularly and reside within the Chicagoland region. This is not a remote opportunity.
Why Join Our Client?
They are a growing firm, with opportunities for future growth and advancement in your role and offer a comprehensive benefits package and competitive salary.They believe in collaboration, innovation, excellence, doing what's right, and helping their team to provide a world-class serviceTheir culture is steeped in their Midwestern roots and is strengthened as they expand their footprint. Their corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership are evident in their relationships with clients, each other, and the greater community.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
has partnered with a $25B independent registered investment advisory firm to find their next Regional Director for the Chicago Region. In the role of Regional Director, you will serve as a visionary leader and central representative for team members and business partners across designated markets. This role provides an opportunity to shape growth strategies, inspire teams, and drive strong business outcomes. You will be tasked with setting and surpassing growth targets, crafting innovative strategies to enhance revenue, and adapting effective methods to ensure profitability. Leading dynamic marketing efforts, identifying market trends, and developing initiatives that engage clients will be key components of this role. From managing impactful promotional events to delivering advanced training programs for advisors, you will be instrumental in efforts to attract and retain valued clients.
As a Regional Director, you will also guide cross-functional teams, ensuring smooth implementation of processes that enhance client experiences. Additionally, you will act as a trusted resource for advisory team members-listening, addressing concerns, and resolving challenges to foster a supportive, high-performance environment.
This is a full-time leadership position. The Regional Director (RD) can expect to focus on the following areas:Owns the P&L of assigned teamsProvide leadership to a group of advisor teamsDevelops a regional organic growth strategy to achieve firm goalsDevelops a strategy to improve client retention; monitors retention metrics across teams and resolves any issuesPartners with the Director of Client Service to ensure optimal service to advisors and clientsAchieves segmentation and utilization metricsAccountable for appropriate team capacity allocation and planningDevelops staffing plans tailored to the regional needs and growth projectionsCoaches team leaders and advisors in all areas of their practiceFacilitates cross-team collaboration and defining best practices with other RDsAssists with sourcing and attracting advisory talentAssists with sourcing M&A targetsDevelops and organizes advisor retreats and events in their regionProvides support to advisors with sourcing and closing new client opportunities with advisors, when neededQualifications
The Regional Director position typically requires the following qualifications:
Bachelor's degree in business, finance, marketing, or related field from an accredited college or university; Master's degree a plus.10+ years in the wealth management or financial services industry5+ years in a leadership roleCFP® (Certified Financial Planning) designation preferredMust have a clean U4 with no disclosures (if applicable)Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.Familiarity with Salesforce, Tamarac, MS Office, MoneyGuide ProOutstanding communication and interpersonal skillsAptitude in creative problem-solvingExperience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actionsWillingness and ability to travel within the region regularly.Desire to support the growth of advisors, teams, regions, and firm.Possesses a "not afraid to get into the weeds and roll-up sleeves" mentality.**This role must be present within the assigned offices regularly and reside within the Chicagoland region. This is not a remote opportunity.
Why Join Our Client?
They are a growing firm, with opportunities for future growth and advancement in your role and offer a comprehensive benefits package and competitive salary.They believe in collaboration, innovation, excellence, doing what's right, and helping their team to provide a world-class serviceTheir culture is steeped in their Midwestern roots and is strengthened as they expand their footprint. Their corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership are evident in their relationships with clients, each other, and the greater community.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.