Regional Wealth Advisory Leader & Growth Coach

Cresset; Chicago (IL); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Annual incentive

Medical insurance

401(k) retirement plan

Disability insurance

Job summary

Cresset is seeking a Regional Managing Director, Wealth Advisory to lead Advisor teams regionally, driving growth, client experience, and operational excellence. This role partners with Advisors to enhance development, sales effectiveness, and retention of top talent.

The ideal candidate has a proven track record in managing high-performing advisory teams, coaching advisors, and leading growth initiatives within a sophisticated client base.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent experience.
• 10+ years in wealth management serving ultra-high-net-worth clients.
• 5+ years leading Advisor teams with coaching and growth programs.
• Proven success in advisor development, sales management, and growth.
• Ability to influence across all organizational levels with strong leadership.

Responsibilities

• Serve as the senior leader and main contact for Advisors in the region, guiding success.
• Develop understanding of advisor practices, market opportunities, and business objectives.
• Coach Advisors on business development, client acquisition, wallet-share growth, and practice management.
• Lead advisor development including onboarding, mentoring, and career growth initiatives.
• Recruit, develop, and retain top advisory talent while fostering a client-focused culture.
• Oversee regional workforce planning, hiring, and performance evaluations.

Skills

Advisor leadership

Sales management

Business growth

Coaching

Client relationships

Strategic thinking

Executive presence

Education

Bachelor’s degree in Business

Tools

Salesforce

Addepar

Power BI

Job description

Cresset is seeking a Regional Managing Director, Wealth Advisory to lead Advisor teams regionally, driving growth, client experience, and operational excellence. This role partners with Advisors to enhance development, sales effectiveness, and retention of top talent.

The ideal candidate has a proven track record in managing high-performing advisory teams, coaching advisors, and leading growth initiatives within a sophisticated client base.