At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
The Regional Director, Financial Planning is responsible for leading a team of Financial Planners within an assigned territory and driving business execution, client growth, planner development, and team engagement. This leader serves as the primary coach and performance manager for planners and is accountable for achieving regional production, retention, and client experience objectives.
The Regional Director creates a high-performing culture through leadership, coaching, accountability, and partnership across the firm. While primarily focused on regional execution, this leader contributes to broader organizational initiatives and supports the strategic priorities established by Wealth Planning leadership.
Responsibilities:
Team Leadership
Lead a territory of Financial Planners responsible for client acquisition, retention, and asset growth.
Create a culture of accountability, engagement, and performance.
Establish clear goals and expectations aligned with company objectives.
Conduct ongoing performance coaching and development discussions.
Ensure planners maintain high-quality client experiences.
Coaching & Development
Coach planners through all stages of the client engagement process.
Improve planner effectiveness in prospecting, conversion, planning, and client retention.
Support professional development and career growth.
Assist planners in building sustainable and scalable practices.
Identify and develop future leadership talent.
Business Performance
Drive achievement of regional business goals and key performance metrics.
Monitor planner productivity, conversion rates, and client outcomes.
Implement business strategies and priorities established by executive leadership.
Address performance issues and create improvement plans when necessary.
Regularly report business results and key trends.
Cross-Functional Partnership
Collaborate with service, operations, investment management, recruiting, marketing, and leadership teams.
Support implementation of firm initiatives and organizational priorities.
Partner across functions to improve client experience and operational effectiveness.
Ensure compliance with firm policies and risk management standards.
Culture & Engagement
Foster strong employee engagement and team collaboration.
Reinforce firm values and cultural expectations.
Support change management initiatives.
Promote inclusion, professionalism, and teamwork throughout the region.
Requirements:
5-10 years of leadership experience within financial services or wealth management.
Experience managing and developing professional teams.
Strong coaching and performance management skills.
Understanding of financial planning, wealth management, and client acquisition strategies.
Demonstrated ability to drive business results through people leadership.
Strong communication and relationship management capabilities.
Preferred:
Experience leading geographically…