Regional Wealth Management Leader

Credent Wealth; BLOOMINGTON, Northern (MN, KY); Hybrid; USD 120,000 - 190,000; Full time

Job summary

Credent Wealth Management, headquartered in Indiana and operating as Credent Wealth, seeks a Regional Manager to lead wealth management operations within a designated region. The role focuses on delivering the Credent Experience, driving growth, and ensuring exceptional client service through Wealth Management teams.

The Regional Manager will oversee regional teams, hire and coach staff, monitor performance metrics, and ensure compliance with regulatory requirements.

Qualifications

• Hold Series 65 license/certifications.
• At least 5 years in wealth management or financial services.
• Minimum 3 years in a leadership role.
• Ability to supervise and coach regional teams.

Responsibilities

• Drive growth and revenue targets within the assigned region.
• Provide leadership and direction to regional wealth management teams.
• Build and maintain relationships with clients, prospects, and referral sources.
• Coach and develop a high-performing regional team.
• Monitor financial metrics and report to leadership.
• Ensure regulatory compliance and risk management.

Skills

Investments knowledge

Financial markets

Wealth management

Interpersonal skills

Communication

Leadership

Problem solving

Decision making

Education

Series 65

Job description

Credent Wealth Management, headquartered in Indiana and operating as Credent Wealth, seeks a Regional Manager to lead wealth management operations within a designated region. The role focuses on delivering the Credent Experience, driving growth, and ensuring exceptional client service through Wealth Management teams.

The Regional Manager will oversee regional teams, hire and coach staff, monitor performance metrics, and ensure compliance with regulatory requirements.