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Regional Director – Financial/Wealth Management

Claire Myers Consulting
Denver, CO Full Time
POSTED ON 3/29/2025
AVAILABLE BEFORE 4/27/2025

Regional Director – Financial/Wealth Management


Location: Greater Denver, CO


Company Overview:


We are partnering with a top-performing financial and wealth management firm seeking a Regional Director to lead and grow their presence in Colorado and a five-state territory. This firm is known for its innovative strategies, collaborative culture, and commitment to long-term success. With a track record of being the top-performing region in the company, they are looking for a visionary leader to drive market expansion, support financial professionals, and foster a culture of growth and development.


This leadership role offers a unique opportunity to make a lasting impact, focusing on recruiting the right talent, building strong teams, and developing a high-performance culture.



Key Responsibilities:


Strategic Growth & Market Expansion


  • Develop and execute a growth-driven strategy to expand the firm’s presence in Colorado and the broader five-state region.
  • Lead business development efforts and build strategic partnerships to drive revenue and market share.


Leadership & Team Development


  • Provide hands-on mentorship and leadership to financial professionals, ensuring alignment with the firm’s vision and values.
  • Foster a supportive, high-performance environment where financial professionals can thrive, grow, and stay long-term.


Recruitment & Talent Retention


  • Actively recruit, onboard, and retain experienced and early-career financial professionals in partnership with the recruiting team.
  • Prioritize cultural alignment in hiring, ensuring new advisors share the firm’s long-term vision and values.
  • Engage in diversity recruiting initiatives and build strong talent pipelines.


Client & Advisor Success


  • Champion the firm’s holistic financial planning approach, guiding advisors to integrate financial strategies effectively.
  • Inspire financial professionals to take personal accountability for their success while ensuring exceptional client service.
  • Implement technology-driven solutions to enhance the client and advisor experience.


Ideal Candidate Profile:


  • Proven leader with at least 7 years of experience in financial services, wealth management, or a related field.
  • Strong recruiter with experience hiring and mentoring financial professionals, particularly for commission-based careers.
  • Visionary thinker who recruits for the long-term, focusing on cultural alignment and retention rather than short-term numbers.
  • Passionate about coaching and professional development, creating an environment where advisors can grow and succeed.
  • Excited about expansion, with a strategic mindset to drive growth in the Denver market and beyond.
  • Must have Series 7, Series 66, and Life & Health Insurance licenses.
  • Compensation mindset: Understands and supports commission-based career models while ensuring financial professionals feel valued and empowered.


Compensation & Benefits:


  • Total compensation: $350K - $500K (base performance-based incentives). This range is what counterparts are earning.
  • Territory includes five states with occasional travel (approximately once a month for a day or so).

Salary : $350,000 - $500,000

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