Collaborate with national leadership to develop and execute the regional business plan aligned with national or corporate goals (e.g., AUM growth, client acquisition, budgeting, resource allocation, etc.).
Understand market opportunities, competitive positioning and local economic conditions to identify growth areas; define approach and execution standards for new business and client acquisition; set performance targets for advisors.
Demonstrate acumen and fluency in wealth management, financial markets, and comprehensive planning; actively pursue ongoing education and apply insights from industry trends and best practices to drive business outcomes in the region/market.
Drive activity that generates new business opportunities in the market to achieve client acquisition and asset growth goals.
Client Engagement and Management
Responsible for cultivating relationships with the most important clients in the region.
Keep pulse on client satisfaction and experience and represent the voice of the client in strategic planning.
Understand composition and "health" of regional client base; maintain knowledge of clients to optimize client experience and limit outflows, reallocate as necessary (succession, etc.), ensure proactive planning for next generation engagement, manage book sizes.
Oversee and guide PWAs on managing their book, retaining clients, and executing impeccable service.
Internal Engagement
Build strong relationships across Capital Group teams.
Be a brand ambassador of PCS in the local market; amplify PCS key messages and value proposition at local events.
Practice Management
Responsible for reinforcing expectations on business routines and ensuring the practices are executed according to the practice management playbook.
Oversee and guide PWA business planning, goal setting, and client segmentation.
Talent / Private Wealth Advisor Talent Development and Coaching
Maintain an always-on search for advisor talent in the market; work with Human Resources on internal and external talent sourcing and evaluation of PWA candidates.
Collaborate with Sales Enablement to enhance the skills and performance of PWAs through coaching and training to drive sales effectiveness, wealth
Benefits
Health insuranceFlexible schedulePerformance bonus
Additional Information
"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
"I can succeed as the East Regional Director; Private Client Services at Capital Group."
The East Regional Director; Private Client Services (PCS) is a senior leader responsible for driving business development, client engagement, internal engagement, practice management, Private Wealth Advisor (PWA) talent development and coaching, and community engagement within a defined geographic region/market. The role is expected to demonstrate acumen and fluency in wealth management, financial markets, and comprehensive planning. This role is also responsible for supporting firm-wide initiatives across the market (e.g., Outsourced Advisor Solutions (OAS), Associate Clients, Philanthropy), supporting event strategy and execution, and leading the partnership with Human Resources on PWA talent acquisition. This role serves as the face of the firm in the region/market and ensures the teams in the region/market are executing sales and strategic priorities in alignment with the national sales leadership's strategic direction.
Capgroup · NY