Supporting offices and individual advisors in the execution of goals at the firm and advisor level
Managing monthly advisor meetings and local team lead meetings
Drafting and standardizing advisor-specific policies and processes
Provide training on financial advisor processes and policies
Manage the fee concession request process
In partnership with HR, develop training and new advisor onboarding and career tracks
Serves as a liaison between staff and advisor teams
Supervisory Responsibilities:
Directly supervise/mentor up to 8 advisors
Work with other Regional Directors in seeking consistency and quality
What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
Trusted Relationships - supportive and authentic with mutual respect for colleagues
Requirements
Bachelor's Degree
CFP Certification
10+ years of experience in a wealth management-related or financial services field
5+ years of leadership in an RIA or other Financial Services firm, or practice management experience
Team player, able to work well with all levels of the firm, and pitch in wherever needed
Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet tight deadlines
Skills and Competencies:
Proven analytical and problem-solving skills
Working knowledge of planning strategies and solutions
Highly proficient in the Microsoft Office Suite
Excellent written and verbal communication skills
Solid strategic thinker, creative problem solver, and competent decision maker
Creates an environment of empowerment; lets people know they make a difference
Is direct, influential, and diplomatic in communication and manner
Proven people leader, with strong coaching and mentoring skills
Benefits
Performance-based bonusSafe Harbor 401(k) planMedical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurancePaid vacationOpportunities for professional growth and continuing educationPartial remote workSalary range: $175,000-225,000 annually, non-exemptPay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job roleWe value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.cDental insuranceVision insurance401(k)Paid time offRemote work optionsPerformance bonus
Additional Information
Please Note: We have ONE opening for a Regional Director, Advisory that can be based in one of our many office locations: Charlotte, NC - Atlanta, GA - Wayne, PA, Annapolis, MD - Westwood, NJ - New York, NY - Boston, MA - McLean, VA
Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Regional Director, Advisory to lead and oversee the core functions of the Advisory team, including collaboration with individual offices in implementing their local business plan, supporting advisors in the execution of office and individual growth plans, managing Modera growth goals, individual SMART goals, growth tactics, and drafting and communicating advisor policies and procedures.
Moderawealthmanagement · Boston, MA