Regional Wealth Manager — Growth & Experience Leader

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

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.