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    Regional Manager - Cincinnati, United States - Cypress HCM

    Cypress HCM background
    Description

    Job Description

    Job DescriptionWealth Advisory Regional ManagerLocation
    • Cincinnati, OH Downtown – On-site)
    Description We're seeking a Regional Manager – Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and supporting Wealth Advisors and Wealth Associates within a specified market. This role involves fostering strong partnerships with business leaders to expand Wealth Advisory Services. Responsibilities
    • Set sales objectives, establish success criteria, and provide coaching and education to business partners.
    • Offer real-time guidance and feedback by actively participating in pre-call planning, client/prospect meetings, and post-call discussions.
    • Devise and execute sales strategies tailored to assigned markets.
    • Implement and manage essential systems infrastructure supporting Wealth client interactions, including email groups, telephone services, and support tracking technologies.
    • Keep updated on industry trends, competitive advantages, and technological advancements.
    • Provide leadership to Wealth Associates, fostering their growth and identifying areas for improvement.
    • Drive performance excellence by meeting Key Performance Indicators (KPIs) and continually enhancing the client experience.
    Requirements
    • Bachelor's degree in Business or a related field.
    • Minimum of 10 years of experience in Financial Services.
    • Proficient in Wealth and investment management operations, processes, and systems.
    • Experience managing sales and client service teams, achieving high-level results
    • Capable of achieving high results while adhering to enterprise Risk Management (ERM)
    Plusses
    • Excellent leadership and collaborative qualities
    • Master's degree in Business
    • CFP or ChFC designation
    *** Pay: $165-175K (Compensation can vary depending on experience)

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