Regional Partner

The Regional Growth Partner is an internal strategic and operational partner to the Regional Managing Directors, supporting growth, performance, and execution across a portfolio of partner firms. The role serves as an extension of the Regional Managing Directors by providing financial modeling, business analysis, budgeting support, executive presentation development, firm engagement, and coordination of regional priorities.

This individual will operate mostly in an internal-facing setting with minimal travel, working directly with partner firm leaders, advisors, Regional Managing Directors, and Home Office teams. The Regional Growth Partner will translate data and business needs into clear insights, recommendations, and actionable plans while helping ensure commitments are tracked and regional initiatives move forward

The Regional Managing Directors retain accountability for regional leadership, firm performance, strategic direction, and decision-making. The Regional Growth Partner strengthens their effectiveness through analysis, preparation, relationship support, coordination, and disciplined follow-through.

• Regional Growth and Performance Support
• Support the Regional Managing Directors in advancing organic growth, profitability, advisor productivity, client acquisition, and revenue expansion across partner firms.
• Analyze firm and regional performance to identify trends, opportunities, risks, and areas requiring leadership attention.
• Help develop growth plans, business cases, and action plans for partner firms and regional initiatives.
• Monitor progress against agreed priorities, milestones, and performance indicators, and surface execution gaps early.
• Identify practices and approaches that can be shared or scaled across the regional portfolio.
• Financial Modeling, Budgeting, and Analysis
• Build and maintain financial models to support planning, forecasting, investment decisions, growth initiatives, and scenario analysis.
• Support annual budgeting and periodic forecasting processes for the region and partner firms.
• Conduct budget-to-actual, revenue, expense, margin, productivity, and other relevant performance analyses.
• Prepare clear recommendations and decision support for the Regional Managing Directors and Head of Strategic Growth.
• Partner with Finance and Business Intelligence to strengthen the consistency, accuracy, and usability of regional reporting.
• Strategic Planning and Business Reviews
• Support the development of annual and multi-year plans aligned with Blue spring enterprise priorities.
• Prepare materials, analysis, agendas, and recommendations for firm business reviews, regional reviews, and leadership discussions.
• Document decisions, owners, milestones, and follow-up actions arising from business reviews and strategic planning sessions.
• Coordinate cross-functional resources needed to advance regional and firm-level priorities.
• Help Regional Managing Directors maintain visibility into progress, dependencies, and unresolved issues.
• Firm Relationship and Field Support
• Build trusted working relationships with partner firm leaders, advisors, and key stakeholders.
• Engage directly with firms to gather information, understand business needs, support analysis, and coordinate follow-through.
• Serve as a connector between partner firms, Regional Managing Directors, and Home Office functions.
• Participate in firm meetings and regional discussions, presenting analysis and recommendations when appropriate.
• Handle sensitive business information with sound judgment, discretion, and professionalism.
• Executive Presentations and Communications
• Create clear, concise, and executive-ready presentations for regional business reviews, firm discussions, leadership meetings,…