Regional Director, Wealth Partnerships & Growth

Windward Recruiting; Los Angeles (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading financial services firm seeks a Regional Director in Los Angeles to build and deepen relationships with branch partners. This role requires 10+ years of financial sales experience, strong relationship management skills, and a consultative approach. Candidates should have a Bachelor’s degree, ideally an MBA, and be comfortable with technology and CRM tools. The position offers growth potential in a supportive, high-profile environment, emphasizing client connections and territory management.

Qualifications

• 10+ years of experience in sales in the financial industry.
• 5+ years of proven success in business development or relationship management.
• Experience working with Schwab and/or Fidelity channels.

Responsibilities

• Build and deepen relationships with Financial Consultants.
• Increase referral flow through consistent branch presence.
• Execute a territory strategy including scheduling and prioritization.

Skills

Sales experience in the financial industry

Relationship management

Territory management skills

Strong communication skills

Tech/CRM proficiency

Education

Bachelor’s degree in Finance, Business, or Economics

MBA or above preferred

Job description

A leading financial services firm seeks a Regional Director in Los Angeles to build and deepen relationships with branch partners. This role requires 10+ years of financial sales experience, strong relationship management skills, and a consultative approach. Candidates should have a Bachelor’s degree, ideally an MBA, and be comfortable with technology and CRM tools. The position offers growth potential in a supportive, high-profile environment, emphasizing client connections and territory management.