Lead regional strategy and Managing Directors to drive growth, recruit and develop advisors, expand market presence, ensure compliance, and align regional objectives with firm leadership.

Provide senior leadership and direction to Managing Directors across a region to drive growth, recruit and develop advisors, execute regional strategy, ensure compliance, and expand the firms market presence through relationship building and advisor performance improvement.

Senior regional leader responsible for driving growth, recruiting and developing advisor teams, aligning regional strategy with firm priorities, ensuring compliance, and expanding market presence through coaching, relationship development, and execution of long-term plans.