Regional Manager : Wealth Management

Job Description

Salary: Market-Related

A leading financial services group is seeking a dynamic Regional Manager to oversee its distribution strategy across a key region. Reporting to the Head of Distribution: Wealth, this role is perfect for a seasoned leader ready to drive regional performance, implement strategic growth initiatives, and enhance profitability through effective adviser office management.

Key Responsibilities:

• Implement and drive the national distribution strategy at a regional level
• Grow market share and regional profitability
• Oversee financial advisers to ensure compliance, risk mitigation, and alignment with industry regulations
• Champion change and foster innovation across adviser offices
• Promote and entrench the company advice process
• Manage operational budgets and control regional expenses
• Build strategic partnerships and expand the business footprint
• Lead recruitment and vesting of adviser offices
• Identify, develop, and retain top talent
• Provide inspirational leadership and effective people management

Requirements:

• BCom in Finance or a related qualification; CFP designation preferred
• Key Individual certification (RE1)
• Extensive experience in the financial services industry, ideally within distribution or brokerage environments
• Strong regulatory, legislative, and compliance understanding
• Proven leadership and management capability

Ideal Competencies:

• Strategic thinking and business acumen
• Innovative and entrepreneurial mindset
• Influential communicator and strong negotiator
• Excellent networking and relationship-building skills
• Analytical and results-driven
• Agile and responsive to change
• Resilient under pressure