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Modern Wealth Management · 1 day ago

Regional Office Relationship Manager

Mesa, AZ

Full-time

Onsite

Senior Level

$75K/yr - $100K/yr

5+ years exp

Modern Wealth Management is a firm focused on providing exceptional financial services. The Regional Office Relationship Manager serves as the primary liaison between the Home Office and regional offices, ensuring effective communication and operational alignment while driving growth initiatives and supporting office leaders.

FinanceFinancial ServicesManagement ConsultingWealth Management

Responsibilities

Run biweekly Regional Office Management(ROM) calls, including agenda creation, facilitation, and follow-up

Coordinate cross-office updates and items to present during ROM calls

Address red flags, risks, and key updates; escalate as appropriate

Review and coordinate upcoming travel to regional offices

Manage internal regional office management calendar with upcoming events, rollouts, initiatives, &travel

Serve as the primary point of contact for offices regarding updates, questions, and issue resolution

Provide proactive leadership and guidance to regional offices, fostering a culture of collaboration, accountability, and continuous improvement

Serve as a strategic advisor and thought partner to Managing Directors, helping them identify growth opportunities, address challenges, and achieve office goals

Act as a champion for firm values and initiatives, ensuring consistent adoption and engagement across all offices

Advocate for the needs and perspectives of regional offices to Home Office leadership, ensuring that Managing Directors’ voices are heard and considered in strategic decisions

Recognize and celebrate office and Managing Director achievements, reinforcing a positive and high-performing culture

Generate agendas and lead Quarterly Acceleration calls with all offices

Review progress toward goals and KPIs

Highlight risks, red flags, and blockers

Track, update, and follow up on strategic initiatives and commitments

Join Integration team calls to support a smooth transition into Acceleration

Assist with coordination and introduction of the Concierge Team

Ensure all outstanding integration items are documented, assigned, and actively progressing

Support the Growth Certification process for offices entering Acceleration

Develop agenda and build slide decks for monthly Advisor Growth calls

Coordinate logistics with the field, including agenda distribution and meeting reminders

Present firm updates, new initiatives, and strategic priorities to advisors

Coordinate Sales Pulse video updates & distribute to advisors

Coordinate the rollout of new firm initiatives and processes

Communicate strategic partnership updates and launches

Ensure offices understand implementation expectations and timelines

Generate and distribute monthly office score cards in collaboration with VP of Growth Optimization

Ensure timely delivery to Managing Directors (MDs) and Directors of Operations (DOOs)

Support offices in understanding performance metrics and identifying improvement opportunities

Partner with the Marketing team to track client events and webinars across offices

Support advisors by assisting with event technology (Teams, Zoom, Salesforce Campaigns)

Ensure smooth execution and advisor readiness for events

Ensure Advantage Offering processes are current and clearly documented

Coordinate with Advantage Offering teams to support effective advisor utilization

Ensure newly Growth-Certified offices are comfortable with AO tools and processes

Track AO utilization across offices and identify opportunities to expand service adoption

Qualification

Certified Financial PlannerField operations experienceRelationship managementMicrosoft Office proficiencyCollaboration platformsFacilitation skillsHighly organizedCommunication skillsAttention to detail