Regional Director - Advisory (East Coast)

Harrison Gray Search has partnered with a $25B independent registered investment advisory firm to find their next Regional Director for the East Coast Region. In the role of Regional Director, you will serve as a visionary leader and central representative for team members and business partners across designated markets. This role provides an opportunity to shape growth strategies, inspire teams, and drive strong business outcomes. You will be tasked with setting and surpassing growth targets, crafting innovative strategies to enhance revenue, and adapting effective methods to ensure profitability. Leading dynamic marketing efforts, identifying market trends, and developing initiatives that engage clients will be key components of this role. From managing impactful promotional events to delivering advanced training programs for advisors, you will be instrumental in efforts to attract and retain valued clients.

As a Regional Director, you will also guide cross-functional teams, ensuring the smooth implementation of processes that enhance client experiences. Additionally, you will act as a trusted resource for advisory team members—listening, addressing concerns, and resolving challenges to foster a supportive, high-performance environment.

This is a full-time leadership position. The Regional Director (RD) can expect to focus on the following areas:

• Owns the P&L of assigned teams
• Provide leadership to a group of advisor teams
• Develops a regional organic growth strategy to achieve firm goals
• Develops a strategy to improve client retention; monitors retention metrics across teams and resolves any issues
• Partners with the Director of Client Service to ensure optimal service to advisors and clients
• Achieves segmentation and utilization metrics
• Accountable for appropriate team capacity allocation and planning
• Develops staffing plans tailored to the regional needs and growth projections
• Coaches team leaders and advisors in all areas of their practice
• Facilitates cross-team collaboration and defining best practices with other RDs
• Assists with sourcing and attracting advisory talent
• Assists with sourcing M&A targets
• Develops and organizes advisor retreats and events in their region
• Provides support to advisors with sourcing and closing new client opportunities with advisors, when needed
  
  

Qualifications

The Regional Director position typically requires the following qualifications:

• Bachelor’s degree in business, finance, marketing, or related field from an accredited college or university; Master’s degree a plus.
• 10 years in the wealth management or financial services industry
• 5 years in a leadership role
• CFP® (Certified Financial Planning) designation preferred
• Must have a clean U4 with no disclosures (if applicable)
• Knowledge of best practices for advisory teams and firms, including strategy, growth, human capital, operations, etc.
• Familiarity with Salesforce, Tamarac, MS Office, MoneyGuide Pro
• Outstanding communication and interpersonal skills
• Aptitude in creative problem-solving
• Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions
• Willingness and ability to travel within the region regularly.
• Desire to support the growth of advisors, teams, regions, and firm.
• Possesses a "not afraid to get into the weeds and roll-up sleeves" mentality.
• This role must be present within the assigned offices regularly and reside within the East Coast region. Current office locations include the DC Metro Area, MA, PA, and Atlanta, GA. This is not a remote opportunity.
  
  

Why Join Our Client?

• They are a growing firm, with opportunities for future growth and advancement in your role and offer a comprehensive benefits package and competitive salary.
• They believe in collaboration, innovation, excellence, doing what’s right, and helping their team to provide a world-class service
• Their culture is steeped in their Midwestern roots and is strengthened as they expand their footprint. Their corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership are evident in their relationships with clients, each other, and the greater community.
  
  

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.