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Regional Wealth Director - Lead -Impact Advisors
Job in
North Bailey, Erie County, New York, USA
Listed on 2026-09-09
Listing for:
Citizens Bank
Full Time
position Listed on 2026-09-09
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: North Bailey
Citizens Wealth Management is seeking a Wealth Regional Director to drive sales and marketing strategies across an assigned region. You will lead a 20-person Wealth Advisors team, supervise regulatory and budgeting processes, and mentor staff to pursue investment/insurance opportunities.
You will recruit, maintain compliance, and ensure ethical leadership while delivering personalized financial solutions to affluent clients. Strong FINRA credentials and management experience are essential.
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