The Wealth Regional Manager is responsible for leading high performing wealth management teams to meet or exceed revenue and growth goals. This position will drive the business development and client service/retention initiatives for JFG by developing and executing on a holistic regional strategy. This is a Senior Leadership “player/coach” role accountable for the team’s execution of wealth strategy and revenue growth
Key Responsibilities:
Management Standards
Sales Management
Sales – Advising and Servicing Clients
Cross Sales and Referrals
Job Requirements