Regional Client Services Leader — Finance

Edelman Financial Engines, LLC; Fairfax (VA); On-site; USD 99,000 - 132,000; Full time

Benefits offered by this job

discretionary bonus

health, dental and wellness plans

401(k) contributions

Job summary

Edelman Financial Engines is seeking a Regional Client Service Manager to lead client service teams and regional operations. You will mentor staff, partner with the Regional Director to uphold high standards, and manage staffing, performance reviews, and process improvements to deliver world‑class service.

Ideal candidates have 5–7 years in financial services, 3+ years of leadership, and relevant licenses. Occasional travel is expected; base pay ranges with discretionary bonuses and benefits.

Qualifications

• 5–7 years of financial industry experience (broker/dealer or RIA)
• Bachelor’s degree in business or finance preferred, or equivalent
• At least three years of leadership experience
• Licenses such as Series 7/24/66 preferred
• Ability to lead, motivate and empower a team; manage multiple deadlines and changes

Responsibilities

• Mentor, coach and lead Client Service Teams; oversee day‑to‑day branch office operations and client service experience
• Partner with the Regional Director to maintain high standards of client service across the region
• Plan and manage staffing and support needs; interview and hire external/internal candidates
• Identify and develop internal talent to build bench strength
• Oversee performance reviews and develop improvement plans; drive accountability
• Maintain morale and a cooperative culture between Client Services and other departments
• Review department processes to ensure efficient, profitable operations
• Ensure programs and projects meet goals and resolve complex service/operational issues

Skills

Leadership

Client service

Finance knowledge

Communication

Adaptability

Education

Bachelor’s degree in business or finance

Tools

Series 7/24/66 licenses

Job description

Edelman Financial Engines is seeking a Regional Client Service Manager to lead client service teams and regional operations. You will mentor staff, partner with the Regional Director to uphold high standards, and manage staffing, performance reviews, and process improvements to deliver world‑class service.

Ideal candidates have 5–7 years in financial services, 3+ years of leadership, and relevant licenses. Occasional travel is expected; base pay ranges with discretionary bonuses and benefits.