Regional Office Relationship Manager

We’re seeking a Regional Office Relationship Manager to serve as the primary liaison between the Home Office and regional offices. This role ensures strong communication, operational alignment, and execution of growth initiatives, supporting offices through the Acceleration phase with guidance, performance tracking, and strategic collaboration.

• Manage biweekly Regional Office Management calls and coordinate cross-office updates.
• Provide leadership and strategic guidance to Managing Directors, driving collaboration and growth.
• Lead quarterly Acceleration calls, track initiatives, and ensure smooth integration transitions.
• Prepare and execute monthly Advisor Growth calls and support firm initiatives rollout.
• Track office performance via scorecards, identify improvement opportunities, and support Advantage Offering adoption.
• Partner with Marketing to ensure successful client events, webinars, and advisor readiness.

• Office engagement and responsiveness
• Initiative rollout effectiveness
• Scorecard accuracy and consistency
• Advisor Growth call participation

• 5+ years of experience in field operations, relationship management, advisor support, or a related role.
• Strong facilitation and communication skills, with experience leading calls and presentations.
• Ability to manage multiple initiatives across a distributed office network.
• Proficiency with Microsoft Office tools (PowerPoint, Excel, Outlook) and collaboration platforms (Teams, Zoom, Smartsheet).
• Experience in financial services, wealth management, or a multi-office professional services environment preferred.
• Highly organized with strong follow-through and attention to detail.

The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc.

5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.

EOE:
Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.