Regional Director, Advisory Services

Harrison Gray Search; United States; On-site; USD 220,000 - 225,000; Full time

Benefits offered by this job

Equity ownership

Medical, dental, vision coverage

401(k) with company match

Job summary

Harrison Gray Search is seeking a Regional Director, Advisory to lead a multi-state region within a nationally recognized, fee-only wealth advisory platform. You will own regional P&L, drive advisor performance, and partner across Marketing, Investment Research, Tax, and Consulting to elevate the client and advisor experience.

This senior leadership role offers direct ownership over growth, succession planning, and change management with significant equity upside for high performers.

Qualifications

• Bachelor’s degree required; advanced degree or professional designation preferred.
• 10+ years in wealth management or financial services.
• 5+ years in a leadership role with accountability for revenue or business performance.
• Demonstrated experience leading advisor teams and driving growth outcomes.
• Strong understanding of advisor business models, practice management, and client experience.

Responsibilities

• Lead, coach, and develop a team of Managing Directors and Financial Advisors.
• Drive advisor effectiveness, accountability, and performance across the region.
• Support onboarding and integration of new advisors and partner firms.
• Provide ongoing coaching tied to behaviors that drive growth and client outcomes.
• Own regional P&L and deliver on revenue and growth targets.
• Develop and execute organic growth strategies aligned to firm objectives.
• Monitor KPIs and performance metrics; identify trends and implement adjustments.
• Partner with advisors to support business development and client acquisition efforts.
• Ensure consistent adoption of the firm’s advisory playbook, processes, and tools.
• Facilitate best practice sharing across teams and regions.
• Work closely with Marketing, Investment Research, Tax & Consulting to enhance client experience.
• Support advisor training, development programs, and regional events.

Skills

Leadership

P&L ownership

Growth strategy

Coach and develop advisors

Cross-functional collaboration

Education

Bachelor’s degree

CFP preferred

Job description

Location: Central or Western U.S., flexible within firm office footprint

Compensation: $220,000 to $225,000 base, plus incentive compensation based on regional performance

Travel: ~50%, with periods of heavier travel

Type: Full-time, senior leadership

THE OPPORTUNITY

Harrison Gray Search is partnering with a nationally recognized, fee-only, majority employee-owned RIA to identify a Regional Director, Advisory to lead a growing multi-state region. Our client integrates investment management, financial planning, tax, and estate planning under one platform and operates coast-to-coast with meaningful scale. This is a highly visible senior leadership role with direct P&L ownership, accountability for advisor outcomes across the region, and significant influence on how the firm continues to grow and evolve.

ROLE OVERVIEW

The Regional Director is the senior business leader for an assigned region, responsible for driving advisor and business performance, supporting growth, and ensuring a consistent, high-quality client and advisor experience. This role sits at the center of the advisory organization, partnering closely with senior advisory leadership, other Regional Directors, and cross-functional teams to translate firm strategy into execution, develop advisor talent, and scale best practices across the region.

PRIMARY RESPONSIBILITIES

Advisor Leadership & Development

• Lead, coach, and develop a team of Managing Directors and Financial Advisors
• Drive advisor effectiveness, accountability, and performance across the region
• Support onboarding and integration of new advisors and partner firms
• Provide ongoing coaching tied to behaviors that drive growth and client outcomes

Business Growth & Performance

• Own regional P&L and deliver on revenue and growth targets
• Develop and execute organic growth strategies aligned to firm objectives
• Monitor KPIs and performance metrics; identify trends and implement adjustments
• Partner with advisors to support business development and client acquisition efforts

Practice & Operational Excellence

• Ensure consistent adoption of the firm’s advisory playbook, processes, and tools
• Facilitate best practice sharing across teams and regions
• Work closely with internal partners (Marketing, Investment Research, Tax & Consulting) to enhance the client experience
• Support advisor training, development programs, and regional events

Talent & Organizational Leadership

• Build and maintain a strong talent pipeline in partnership with Talent Acquisition
• Hire, develop, and retain high-performing advisor talent
• Drive team capacity planning, staffing strategy, and succession planning
• Champion the firm’s culture, values, and leadership expectations
• Lead through growth and change, including acquisition integration and organizational evolution
• Effectively communicate and implement new initiatives, programs, and strategic priorities
• Serve as a trusted partner to advisors and leaders navigating change

REGION AND LOCATION

This Regional Director will lead advisors in Arizona, New Mexico, and California, expanding over time to include Colorado, Washington, and Oregon. The role can be based in the Central or Western U.S., with flexibility to work from any state where the firm currently has an office or established team presence. Travel required to support regional teams, advisor engagement, and firm initiatives, averaging around 50% of the time with some periods of heavier travel.

QUALIFICATIONS

• Bachelor’s degree required; advanced degree or professional designation (CFP® or similar) preferred
• 10+ years of experience in wealth management or financial services
• 5+ years in a leadership role with accountability for revenue or business performance
• Demonstrated experience leading advisor teams and driving growth outcomes
• Strong understanding of advisor business models, practice management, and client experience
• Experience working within a multi-location or highly distributed organization

WHAT SUCCESS LOOKS LIKE

• Advisors in your region are growing, engaged, and operating at a high level of consistency
• Strong alignment between firm strategy and advisor execution
• Measurable improvements in client retention, growth, and advisor productivity
• A culture of accountability, collaboration, and continuous improvement

COMPENSATION & BENEFITS

• Base salary of $220,000 to $225,000, with final pay determined by experience, skills, and location
• Additional incentive compensation based on regional performance
• Equity ownership opportunity following demonstrated performance in the role
• Comprehensive medical, dental, and vision coverage effective day one
• HSA/FSA options, company-paid life, AD&D, and disability
• 401(k) with company match (Roth and Traditional)
• Generous PTO, at least 10 paid holidays, parental leave, summer hours

WHY THIS OPPORTUNITY

• Direct P&L ownership over a growing multi-state region within a nationally recognized RIA at meaningful scale
• Real leadership seat: manage Managing Directors and Financial Advisors, build the region as the platform expands into additional states
• Integrated advisory model: investment management, financial planning, tax, and estate planning all under one roof
• Majority employee-owned firm with meaningful long-term equity upside for team members who perform
• Central role in the firm’s continued growth, including acquisition integration and organizational evolution