Regional Director, Financial Planning – Southwestern/South Central United States

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Lead a territory of approximately 30 Planners who are in place to drive client acquisition, retention and net new asset flows for the Wealth Planning Group. • Mentor, develop and support Planners to drive success throughout the sales funnel, expanded client value through our wealth services and lead their practices. • Drive priorities and areas of focus and provide timely and accurate feedback to Divisional Vice President and other senior management on Planner performance. • Create and enhance a high‑engagement culture that supports success, morale, and performance of Planners within the assigned territory. • Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures. • Assist in the development/implementation of marketing and proactive lead-generation plans and the creation and delivery of training. • Partner with Planners to establish personal and professional goals to meet company goals. • Regular presentation of progress reports, reporting on key achievements and identifying sales obstacles.

🎯 Requirements

• 5-10 years in financial services sales management covering a team across a distributed, multi-state territory. • 5+ years direct experience leading a workforce of 10+ individuals including responsibility for hiring, termination, and performance management. • Confirmed ability to lead and empower sales staff. • Deep understanding of financial services, comprehensive financial planning and RIAs. • Demonstrated success in managing the client engagement process; incorporating metrics and feedback to improve results. • Experience with contact management systems, including system-created reports on prospect activity and pipeline, in addition to viewing client history. • Demonstrated success in building and sustaining a high-performance culture across practices, tailoring engagement strategies to align with varied goals, growth stages, and practice-specific objectives. • Ability to foster a strong, cohesive culture among financial planners and drive engagement and cultural alignment across practices.

🏖️ Benefits

• discretionary bonus • health • dental and other wellness plans • 401(k) contributions