Regional Manager

CX Institutional LLC; Bixby (OK); On-site; USD 120,000 - 180,000; Full time

Job summary

Credent Wealth Management in Indiana is expanding its regional leadership. The Relationship Manager will oversee growth and performance of wealth management operations within a designated region, leading teams, maintaining client relationships, and ensuring exceptional service.

The role requires 5+ years in wealth management, at least 3 years in leadership, and Series 65 license. Travel within the region and occasional HQ visits are expected.

Qualifications

• Minimum 5+ years in wealth management or financial services.
• At least 3 years in a leadership role.
• Hold relevant license/certifications (Series 65).
• Strong leadership, client service, and communication skills.

Responsibilities

• Drive growth and performance of wealth management operations in the region.
• Lead regional teams with mentorship, coaching, and accountability.
• Maintain high client satisfaction and retention through the Credent Experience.
• Monitor scorecards and financial metrics, report to MD.
• Ensure regulatory compliance and risk management.

Skills

Leadership

Client relationships

Wealth management

Strategic planning

Communication

Education

Series 65

Job description

The 2026 InvestmentNews Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. We offer a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful service, planning, and investment solutions, promising clients that we are "Advisors Who Care as Much as You Do". Since our inception in 2018, Credent has grown strategically through a combination of organic growth and acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans and protect their clients. Credent’s culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America’s Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and AdvisorHub’s RIAs to Watch since 2023. For more information, visit CredentWealth.com .

Job Title

Regional Manager

Purpose

At Credent Wealth Management, we put our client’s best interest first and the Relationship Manager will play a key role in ensuring exceptional service through the delivery of the Credent Experience by the Wealth Management teams. This role will oversee and drive the growth and performance of our wealth management operations within a designated region. The Relationship Manager will possess exceptional leadership skills, a general understanding of wealth management practices, a passion for client experience, and a proven track record of success in managing teams and achieving business objectives.

Strategic Leadership

• Executing strategic plans to drive business growth and achieve revenue targets within the assigned region.
• Provide visionary leadership and direction to regional teams, ensuring alignment with the firm’s overall goals and objectives.
• Understanding of industry best practices with ability to implement where applicable.

Client Service Management

• Ensure the team is building and maintaining strong relationships with clients, prospects, and referral sources.
• Observe and audit to ensure the delivery of the Credent Experience by the Wealth Management team.
• Address client concerns and inquires with the team in a timely and professional manner, ensuring client satisfaction and retention.

Team Management

• Interview, hire, mentor, assess and develop a high-performing team of wealth management professionals.
• Provide ongoing coaching, feedback, and training to ensure team members are equipped with the skills and knowledge needed to excel in their roles.
• Foster a culture of excellence through collaboration, accountability, and continuous improvement within the regional teams.

Performance Monitoring and Reporting

• Monitor scorecard and financial metrics in team environment to assess the health and performance of the regional location.
• Work with the Managing Director to highlight achievements, challenges, and opportunities for improvement.
• Implement corrective actions and initiatives to address performance gaps and optimize business outcomes.

Compliance and Risk Management

• Ensure compliance of regulatory requirements and internal policies and procedures, along with risk management practices to safeguard client assets and mitigate potential risks to the firm.
• Stay abreast of industry regulations and best practices to maintain the highest standards of ethical conduct and integrity.

Knowledge, Skills, and Abilities

• General understanding of investments, financial markets, and wealth management strategies.
• Excellent interpersonal and communication skills, with the ability to influence and inspire others.
• Demonstrated ability to drive results and lead change in a dynamic and competitive environment.
• Sound decision-making and problem-solving skills, with a focus on delivering value to clients and stakeholders.

Education

• Hold relevant license and/or certifications (Series 65)

Experience

At least 5 years of experience in wealth management or financial services, with a minimum of 3 years in a leadership role.

Other

• Responsibilities may require an adjusted work schedule, overtime, and evening/weekend hours.
• Occasional travel within the designated region, along with travel to corporate headquarters as needed.