Job Summary

Regional Manager is responsible for leading a high‑performing team that supports financial advisors in achieving their sales, client service, and business growth objectives. The role focuses on driving productivity, service excellence, operational efficiency, client engagement, appointment generation, and compliance while ensuring advisors receive seamless administrative and sales support. The Regional Manager will oversee the day‑to‑day operations of the hub, monitor performance against key targets, coach and develop team members, and identify opportunities to improve advisor and client experiences.

Key Responsibilities Leadership and People Management: lead, motivate, coach, and develop Advisor Support Consultants; set clear performance expectations and manage productivity; conduct regular performance reviews, coaching sessions, and development discussions; foster a high‑performance, customer‑centric culture; manage workforce planning, attendance, leave, and sche...