About this role
REGIONAL MANAGING DIRECTOR, WEALTH ADVISORY at CCM ADMINISTRATIVE SERVICES LLC. Location: Chicago or New York. Role: leading advisors, driving growth, managing performance Requirements: Bachelor's degree or equivalent,10+ years in wealth management serving ultra-high-net-worth clients,5+ years leading advisor teams,strong leadership, coaching, strategic and analytical skills. Category: Finance Seniority: Senior Level Tools: Salesforce, Addepar, Power BI, Fidelity, Pershing, Schwab Commitment: Full Time Workplace: Onsite Languages: English