Progeny · 6 hours ago
Regional Manager
United States
Full-time
Remote
Mid, Senior LevelProgeny is a forward-thinking firm that combines independent financial planning with various services. As a Regional Manager, you will lead a team of Financial Planners, ensuring their development and performance while driving commercial success and delivering exceptional client experiences.
Financial ServicesWealth Management
Responsibilities
Lead a high‑performing region, using KPIs and insight to inspire consistently brilliant outcomes from our planners
Drive commercial success, spotting trends early and turning insight into action to boost revenue, productivity, and sustainable growth
Set the pace for excellence, establishing clear goals and maintaining a strong, visible presence across the region
Bring out the best in every planner, providing clear direction, meaningful feedback, and supportive challenge
Boost capability through hands‑on development, from real‑world client scenario coaching to targeted learning interventions
Champion a thriving team culture, fostering collaboration, wellbeing, and an environment where people feel supported and empowered
Help shape the future direction of the region, translating national strategy into practical, high‑impact regional plans
Raise the bar on quality and consistency, ensuring high standards are embedded and lived every day
Elevate client experiences by supporting planners to deliver exceptional, fully compliant financial planning advice
Grow the region’s footprint by encouraging strong professional networks, client retention, and new‑business generation
Be the go‑to support for planners, offering rapid guidance and clear escalation to keep service levels high
Lead with integrity, upholding FCA, Consumer Duty, T&C, and SMCR requirements with rigour and accuracy
Act as a trusted guardian of quality, identifying risks early and ensuring concerns are escalated swiftly and appropriately
Set the standard, modelling sound judgement and professionalism in everything you do
Champion best practice, staying connected to regulatory and market changes that help us deliver even better client outcomes
Create a seamless client journey, working closely with Paraplanners, Client Executives, and Planners to deliver excellence end‑to‑end
Share insights and inspire others, contributing to team sessions, development days, and regional initiatives
Lead by example, reinforcing a culture of integrity, performance, and continuous improvement
Bring the region together through engaging planner events that build capability, alignment, and community
Qualification
Required
Manager/Supervisor experience
Strong communicator and analytical thinker
Proven leadership and people-management experience
Adaptable and decisive
Ability to stay calm and effective under pressure
Collaborative team player
Ability to build trust and influence stakeholders at all levels
Skilled at balancing commercial priorities with people needs
Exercising sound judgement and discretion
Benefits
30 days holiday plus public holidays
3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you.
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Enhanced family leave
Referral scheme
Company
Progeny
Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.
Founded in 2014
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
TLG Capital
2021-10-29Acquired
2018-07-25Series Unknown
Leadership Team
Martin Hasyn
Progeny Law and Tax SRA Compliance Officer
Company data provided by crunchbase