CFA Institute is seeking a Regional Director to lead business development and relationship management for a territory of independent and national broker-dealer advisors. You will drive sales, develop advisor relationships, and act as a trusted resource for clients and colleagues.
A strong foundation in investments and capital markets is essential, with licenses pursued as needed. The role emphasizes advisory leadership, strategic territory planning, and collaboration within a hybrid work
#J-18808-LjbffrRegional Director - Broker-Dealer Relationships & Growth in charlotte at Unknown Company
This position is listed as full time and hybrid.