10 часов назад
Regional Director, GDWM
108 775 - 184 965$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Director, GDWM (Wealth Management and Sales Coaching): Supporting the growth of advisory, investment, banking, and sales partners through coaching, training, and adoption of GDWM and GPS capabilities with an accent on client engagement, prospecting, behavioral change, and growth-oriented performance. Focus on improving advisor KPIs, developing training resources, facilitating workshops, and embedding effective relationship-management practices across regional teams.
Location: Houston, TX, United States. Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.
Salary: $108,775–$184,965 USD per year, plus potential discretionary bonus and equity component.
Company
is a global financial services company providing wealth management, asset servicing, asset management, and banking services.
What you will do
- Coach advisors individually and in teams on communication, client acquisition, retention, and continuous growth.
- Drive adoption of GDWM and the GPS platform, including the Pacing Model and other relevant capabilities.
- Support prospecting, consultative selling, and revenue-generating strategies.
- Lead workshops on client relationship management, goal-setting, and business development.
- Monitor advisor development plans, provide actionable feedback, and track performance against KPIs.
- Create training materials and partner with leadership and stakeholders to improve processes, digital solutions, and growth-oriented team practices.
Requirements
- Bachelor’s degree in Finance, Business, Marketing, or a related field.
- 5+ years of experience in wealth management, financial advisory, or sales coaching.
- Demonstrated ability to influence teams and drive behavioral change.
- Excellent communication, presentation, and interpersonal skills.
- Experience in financial-services training or coaching is preferred.
- U.S. work authorization is required; visa sponsorship is not available.
Culture & Benefits
- Flexible and collaborative work culture with accessible senior leaders.
- Internal mobility and career movement are encouraged.
- Retirement benefits including 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance.
- Paid time off, parental and caregiver leave, and other well-being benefits.
- Inclusive workplace with opportunities to support local communities through philanthropy.
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