Regional Planning Manager
district partnersDenver (CO)
Regional Planning Manager
Posted today
district partnersDenver (CO)
SENIORITY
Manager
About the role
Regional Planning Consultant District Partners has been engaged by one of the fastest-growing wealth management firms in the country in their search for a Regional Planning Consultant. The Regional Planning Consultant will join the firm's growing Financial Planning & Advisor Development team and is a great opportunity for someone with a strong financial planning foundation (and CFP) who is energized by coaching, developing, and helping advisors become more successful. This role is fully-remote (or hybrid if candidates are near one of the office locations). Approximately 20% of travel is required. What You'll be Owning: Training Facilitation: Conduct training sessions over video conference and at various branch offices to educate the advisor team on training initiatives, including practice management, financial planning, growth strategies, and plan implementation Curriculum Development: Develop and update training materials, including manuals, presentations, and interactive activities, to ensure comprehensive understanding of financial planning strategies leading to improved organic growth rates Needs Assessment: Collaborate with market leaders to perform skills gap analyses to identify training needs and tailor programs accordingly Stakeholder Engagement: Collaborate with leadership team to understand regional challenges and customize training to address specific needs Feedback Collection: Gather feedback from attendees to continuously improve training content and delivery methods Reporting: Determine KPI's and prepare detailed reports on training outcomes, effectiveness, and regional planning implementation progress Relationship Management: Develop strong working relationships and partnerships with advisors to drive priorities and key initiatives
What You Bring to the Table:
- Bachelor's degree and CFP®Minimum of 7 years of relevant experience in financial services, with an emphasis on the RIA business
- Excellent communication and presentation skills
- High degree of professionalism in performing all duties
- Proficiency in eMoneyExceptional skills in coaching and consulting and practice management
- Expertise in delivering goals-based financial planning, financial planning concepts and strategies, and plan implementation
- Strong organizational and time management skills
- Experience designing and delivering training programs
- Experience with designing skill gap assessments that deliver insights for targeted development opportunities
Preferred Skills:
Experience with e-learning and virtual training platforms Ability to work independently and as part of a team
Competencies:
- Working knowledge of the full range of wealth management topics and solutions
- High attention to detail
- Strong written and verbal communication skills
- Critical thinking skills to assess clients' current financial position and evolving needs or requirements
- Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity
- Knowledge of investments and macroeconomics as they relate to clients' investment goals and objectives
- Ability to work in both entrepreneurial and team-based environments
- Maintains absolute confidentiality of client information and safeguards client and firm data; maintains high ethical standards in all practices
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