Regional Management

Regional Management Finance Jobs

27 jobs found

Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Boise, ID

15d ago

$105k - $138k/yr Full time Manager Senior Advisor

Manager Senior Advisor

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Job Description

The Financial Planning Manager leads the regional financial planning team at EP Wealth Advisors, LLC in Boise, Idaho, delivering integrated wealth plans for high-net-worth clients and partnering with advisors to uphold a client-focused culture. This role emphasizes hands-on leadership, advanced planning expertise, and cross-functional collaboration to drive exceptional client outcomes.

Role details

Location: Boise, ID (hybrid)
Salary: USD 105,000 - 137,500 per year
Experience: Minimum 7 years of client-facing experience in financial services
Education: Undergraduate degree required

Responsibilities

Manage team workflows in partnership with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery and adequate coverage, including scheduling and time-off approvals.
Develop and sustain onboarding programs for regional hires and provide ongoing training; monitor progress through regular check-ins.
Conduct performance reviews with mentorship, deliver constructive feedback, and support professional development paths for team members.
Continuously enhance training materials and processes to equip staff with the tools and knowledge for excellent client service.
Lead the creation of integrated financial plans for high-net-worth clients with assets of $5 million and above, incorporating advanced tax and estate planning as needed; support advisors in presenting complex topics.
Ensure a consistent, high-quality client experience across all locations and touchpoints.
Maintain awareness of industry trends and tax law changes to keep planning guidance current and competitive.
Collaborate with advisory teams to align wealth strategies with clients' long-term objectives and participate in prospect meetings to demonstrate the firm’s capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Stay informed on regulatory changes and retirement planning strategies to ensure team guidance reflects current standards and implications.
Partner with senior leadership to implement new processes across the team, ensuring alignment with firm policies and practices.
Lead semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates, with actionable development goals.
Coordinate salary and bonus discussions with Regional and Managing Directors based on feedback, involvement, and quality of advice.
Support career pathing and mentorship, providing ongoing coaching to identify growth opportunities and areas for improvement.
Monitor performance standards to ensure adherence to timelines and quality expectations, implementing Performance Improvement Plans when needed.
Participate in recruiting for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern roles to build the regional team.
Oversee and enhance the use of Tableau and other tools to optimize team capacity and resource utilization.
Remain cognizant of legislative developments such as SECURE Act 2.0 and educate the firm on potential impacts on client plans.
Evaluate and implement updates to financial planning software and tools to maintain efficiency and effectiveness.
Drive the development of new service offerings tailored to the regional client base to expand wealth management capabilities.
Lead client seminars and local events to build relationships and support education, while assisting in the implementation of financial strategies for clients.
Coordinate with local Centers of Influence to execute client action plans and foster strong satisfaction and outcomes.

Requirements

Certification: Certified Financial Planner designation required; additional specialty or advanced certification preferred.
Experience: At least 7 years of client-facing experience in financial services with advanced knowledge of tax and estate planning.
Leadership: Demonstrated success in managing and developing a team, including coaching, mentorship, and resolving personnel issues.
Technical proficiency: Skilled with financial planning software including Zoom, PractiFi, MyComplianceOffice, Microsoft Teams/Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, MBS Highway, Zilculator, Holistiplan, Planner CS, Monday.com.
Client focus: Strong ability to build and maintain client relationships, ensuring high satisfaction and retention.
Communication: Excellent written and verbal communication skills; able to present complex concepts clearly to clients and internal teams.
Detail orientation: High attention to detail with a track record of accurate and reliable financial guidance.
Independence: Comfortable working autonomously and making discretionary decisions when appropriate.
Problem solving: Proven ability to identify challenges and develop quick, effective solutions to sustain workflow and client service.
Education: Undergraduate degree required.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Financial Planning Manager - Utah, Idaho, Nevada

EP Wealth Advisors, LLC Las Vegas, NV

15d ago

$105k - $138k/yr Full time Manager Senior Client Relations

Manager Senior Client Relations

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Job Description

Position: Financial Planning Manager, onsite in Las Vegas, NV, with a salary between USD 105,000 and 137,500 annually.

Responsibilities

Coordinate team workflows with the Regional Director and Associate Director of Financial Planning to ensure timely plan delivery, oversee planning coverage, manage schedules, approve time off, and finalize client plans on time.
Design and manage a regional onboarding program plus ongoing training for current staff, with regular progress checks for new hires.
Lead performance reviews and mentorship, providing constructive feedback and supporting professional development and career paths.
Continuously improve training materials and processes to equip the team for exceptional client service.
Oversee the creation of integrated wealth plans for high-net-worth clients (assets $5MM+), including advanced tax and estate planning, and support advisors in presenting complex topics while clearly communicating the firm value proposition.
Ensure a consistent, high-quality financial planning experience across locations and client interactions.
Remain current on industry trends and tax law changes to keep advisory guidance at the cutting edge.
Collaborate with advisory teams to align planning strategies with clients long-term objectives and enhance both advisor and client experiences; support prospect meetings to demonstrate the firm's planning capabilities.
Contribute to workflow optimization by refining internal processes and systems to boost efficiency and client satisfaction.
Maintain awareness of industry developments and legislation, especially tax and retirement planning, and educate the team on implications for client plans.
Partner with senior leadership to implement new processes across the team, ensuring smooth transitions and policy alignment.
Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates; provide feedback and set development goals.
Collaborate with the Regional Director and Managing Director on salary increases and performance bonuses based on feedback, involvement, and quality of advice.
Identify growth opportunities for team members and provide ongoing career coaching to support professional development.
Monitor performance against department standards and timelines; address issues with leadership and implement Performance Improvement Plans as needed.
Participate in interviews for Senior Financial Planner, Financial Planning Associate, and Financial Planning Intern positions.
Oversee and enhance the use of Tableau and other tools to manage team capacity and resource utilization.
Stay informed about legislative changes such as the SECURE Act 2.0 and educate the firm on potential impacts.
Evaluate and implement updates to financial planning tools and software to maintain efficiency and effectiveness.
Lead the development of new service offerings tailored to the regional client base to expand the firm’s wealth management capabilities.
Lead client seminars and local events to build relationships and provide educational support; assist meetings to implement financial strategies for clients.
Collaborate with local Centers of Influence to implement client action plans, ensuring smooth execution and strong client satisfaction.

Requirements

Certified Financial Planner designation is required; an additional area of specialty or advanced certification is preferred.
Minimum of 7+ years of client-facing experience in financial services, with deep knowledge in tax and estate planning.
Proven leadership capabilities with experience managing and developing a team, emphasizing coaching, mentorship, and resolving personnel issues.
Technical proficiency in financial planning software, including:
- Zoom
- PractiFi
- MyComplianceOffice
- Microsoft Teams / Office Suite
- Tamarac
- eMoney
- Money Guide Pro
- Social Security Analyzer
- Advisys
- MBS Highway
- Zilculator
- Holistiplan
- Planner CS
- Monday.com
Client-focused with a demonstrated ability to build and maintain strong client relationships and drive satisfaction and retention.
Excellent written and verbal communication skills, with the ability to present complex financial concepts to clients and internal teams.
Detail-oriented with a commitment to delivering accurate, reliable financial guidance.
Independent and discreet: capable of working autonomously with minimal supervision and handling sensitive information appropriately.
Strong problem-solving abilities with a track record of identifying challenges and delivering effective solutions to maintain workflow and client satisfaction.
Educational requirement: Undergraduate degree.

Technologies

Zoom
PractiFi
MyComplianceOffice
Microsoft Teams / Office Suite
Tamarac
eMoney
Money Guide Pro
Social Security Analyzer
Advisys
MBS Highway
Zilculator
Holistiplan
Planner CS
Monday.com
Tableau

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Senior Manager, Commercial Finance

UHY LLP Manchester, MI

17d ago

$130k - $150k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

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Job Description

Onsite Senior Manager, Commercial Finance in Manchester, MI, drives profitability and top-line growth through pricing, contract management, capital investments, and profitability analysis, serving as the primary Commercial Finance partner to Commercial Directors, with a salary range of USD 130,000 - 150,000 per year.

Responsibilities

Act as the chief Commercial Finance partner to Commercial Directors and business units, steering profitability and revenue growth.
Deliver financial leadership and analytics on pricing for new and existing products, contract management, capital expenditure decisions, and profitability by customer and product lines.
Lead analyses that support segment strategies and forward-looking growth opportunities.
Identify profit leakages and implement actions to improve profitability across segments and key accounts.
Collaborate with the Beverage Commercial Team on Tier 1 and Tier 2 contract negotiations and RFQ processes.
Develop and evaluate commercial proposals encompassing multiple products, sites, and capital investment considerations.
Perform financial analysis on lightweighting initiatives, footprint moves, PCR inclusion, and customer-driven requests.
Assess profitability by product, plant, and customer, and implement targeted return pricing actions.
Evaluate freight, material surcharges, and operational complexity to support pricing and margin improvements.
Head Commercial Finance activities during RFQ processes, including market-based pricing, quotation performance tracking, and reporting.
Assist Customer Account Teams with value-based selling, contract development, profitability improvement actions, and proactive account planning.
Join customer meetings to provide financial insights, implications, and decision support.
Develop and approve regional and national account pricing using pricing systems, market reports, competitive intelligence, and win/loss analysis.
Leverage SAP, BW, CRM, and costing databases for data mining and profitability improvement planning.
Support Commercial Directors with competitive intelligence, value preservation strategies, and disruption technology analysis.
Support budgeting, strategic planning, and strategic pricing initiatives across key accounts and business units.
Draft and implement contract clauses to protect profitability, including cost recovery tied to PPI, materials, energy, freight, and operational changes.
Prepare and support capital budgets, capacity planning, and capital expenditure analysis.
Develop a deep understanding of manufacturing processes, cost to produce expectations, equipment capabilities, and capital investment opportunities.
Collaborate cross-functionally with Marketing on new product development, innovation projects, and new market opportunities.
Provide finance leadership on strategic and cross-functional projects.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field.
At least seven years of experience in commercial finance, FP&A, or strategic finance within manufacturing, packaging, or related industries.
Extensive experience supporting pricing, RFQs, contract negotiations, and customer profitability analysis.
Proven ability to influence senior leaders and collaborate with commercial and operations teams.
Advanced skills in financial modeling, budgeting, forecasting, and P&L management.
Experience using ERP and analytics platforms including SAP, BW, and CRM.
Strong analytical, strategic thinking, and problem-solving abilities.
Ability to work independently while managing multiple priorities in a fast-paced environment.
Excellent communication and relationship-building skills with cross-functional stakeholders.
Experience in capital investment analysis, cost optimization, and margin improvement initiatives is preferred.
Background in beverage, rigid packaging, manufacturing, or consumer packaged goods industries is highly preferred.

Technologies

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Associate, Mid Cap Coverage Investment Banking

Wells Fargo Chicago, IL

17d ago

$150k - $250k/yr Full time Marketing Associate Banking

Marketing Associate Banking

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Job Description

Join Wells Fargo’s Mid-Cap Investment Banking team as an Associate, where you will support client coverage, industry research, and deal origination and execution across the Industrials and Consumer & Retail sectors. Based onsite in Chicago or Los Angeles, this role partners with senior bankers to broaden the bank’s regional investment banking footprint and deliver integrated client solutions.

Responsibilities

Support the business strategy and related teams to grow Wells Fargo’s investment banking activities in the region.
Assist senior bankers with relationship management aligned to ongoing coverage of Wells Fargo Commercial Banking clients.
Prepare marketing documents, including pitch books, confidential offering memoranda, and management presentations.
Stay informed on key market developments and develop knowledge of target clients and market dynamics.
Coordinate with internal and external resources to arrange client meetings and important engagements.
Perform financial analysis, including comparable transactions and public company analysis.
Build detailed financial models used for valuation purposes.
Conduct extensive financial and industry due diligence to evaluate risk and return parameters of a transaction.
Utilize Microsoft Excel, Word and PowerPoint to present various analyses.
Manage transaction logistics, including organizing data rooms and working group lists.

Requirements

2+ years of Investment Banking Program experience, or equivalent demonstrated through work experience, training, military experience, or education.

Technologies

Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Desired Qualifications

1+ year of experience across the full M&A transaction life cycle, including origination and execution.
Prior experience at a large investment banking platform and/or leading securities firm.
Robust modeling experience relating to M&A and LBO transactions.
Strong analytical and communication skills, attention to detail, and willingness to take on significant responsibility.
High motivation, strong interpersonal skills, and broad intellectual capacity.
Ability to work independently and as part of a team while meeting strict deadlines and quality standards.
Experience in demanding, collaborative, team-focused environments with high ethics and integrity.
Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint).
Bachelor’s degree in a relevant field.

Job Expectations

Willingness to work on-site in accordance with current office requirements.
Ability to work additional hours as needed.
FINRA Series 79 must be completed within 90 days of hire if not already held (FINRA recognized equivalents accepted).
FINRA Series 63 (or 66) must be completed within 90 days of hire if not already held (FINRA recognized equivalents accepted).
For exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) co-requisite may be required.
Subject to FINRA background screening and ongoing regulatory requirements; internal transfers comply with 17 CFR 240.17f-2 and FINRA Bylaws, with additional policy requirements for outside activities and personal investing.

Work Location

Chicago, IL 60606 - 10 S Wacker
Los Angeles, CA 90067 - 1800 Century Park E

Salary

Base salary range: $150,000 - $250,000 per year. In Illinois and California offices, the first-year base is typically $175,000 and the second-year base is $200,000.

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Vice President, Venture Lending and Banking

Stifel New York, NY

19d ago

$150k - $200k/yr Full time Advisor Banking Business Development

Advisor Banking Business Development

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Job Description

The VP or SVP will build and support a regional portfolio of technology companies, lead debt processes, and deliver a curated banking experience through Stifel's platform.

Responsibilities

Build and support a regional client portfolio of technology companies as a Vice President or Senior Vice President within Stifel's Venture Banking Team.
Leverage the resources of Stifel's banking and broader corporate platform to lead debt processes and provide a curated banking experience for entrepreneurs and their businesses.
Engage with senior leaders inside and outside the organization to understand technology and capital trends and how they impact the companies we support.
Bring venture-backed technology experience, a strong relationship network, and serve as a trusted advisor to technology companies and their investors.

What you'll be doing

Maintain a portfolio of technology company clients, including ongoing portfolio management and deploying Stifel resources to support those clients.
Drive deal processes, including loan underwriting, loan documentation, and the loan closing process.
Maintain in-depth knowledge of the venture capital ecosystem and Stifel’s products and services.
Identify and pursue opportunities to strengthen relationships with venture capitalists, founders, executives, and industry advisors.
Attend and, when appropriate, curate industry events to represent Stifel and expand the organization’s network connectivity.

What we're looking for

Maintain a portfolio of technology company clients, including ongoing portfolio management and effectively deploying Stifel platform resources to support clients.
Ability to drive deal processes, including loan underwriting, loan documentation, and loan closing.
Deep knowledge of the venture capital ecosystem and firm products and services.
Recognizes and pursues opportunities to strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders, executives, and industry advisors.
Attends and curates industry events to represent Stifel and expand network connectivity when appropriate.

What you'll bring

Advanced knowledge in venture lending, underwriting, and portfolio management.
Knowledge of economic and accounting principles and practices, the financial markets, venture banking, and the analysis and reporting of financial data.
Interest in technology trends, key metrics, and capital markets affecting the innovation ecosystem.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions and approaches to problems.
Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
Strong team leadership skills to coach, develop, and retain team members.

Education & Experience

Bachelor's degree in finance, accounting or equivalent experience.
3+ years of related work experience in venture banking, commercial banking, investment banking, or private capital investing.

Licenses & Credentials

Minimum Required: None

Systems & Technology

Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

Benefits

Discretionary bonuses
Health, dental, vision, and prescription insurance
Stifel Total Health Connect
Flexible spending accounts
Tuition and certification assistance programs
Paid time off
401k
Wellness initiatives
Life insurance

Why Stifel

Stifel emphasizes a client- and associate-first culture where everyone belongs, is welcome, and contributes to the success of clients, their careers, and the firm as a whole.

Explore where your place is at Stifel, where professional success can align with client outcomes.

What you’ll be doing

The Venture Banking Team at Stifel expects the VP/SVP to actively build and support a regional technology-focused client base, leverage the firm’s banking and corporate resources to manage debt processes, and deliver a tailored banking experience to entrepreneurs and their companies. Success depends on engaging senior leaders to understand technology and capital trends and translating those insights into value for clients and their investors.

Systems & Technology (additional)

Microsoft Word, Excel, PowerPoint, and Outlook proficiency is required.

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Compliance Co-Cluster Head NAM- Credit Management

Citi Getzville, NY

20d ago

$125k - $188k/yr Full time Audit Cluster Co

Audit Cluster Co

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Job Description

Citi offers a compelling opportunity in Getzville, NY, onsite, with a competitive salary range of USD 125,200 to 187,800 per year and a comprehensive benefits package. This senior compliance risk role within Independent Compliance Risk Management (ICRM) focuses on establishing strategies, policies, and programs to prevent violations, building a risk framework aligned with Citi's risk appetite, and delivering day-to-day compliance guidance to support CRM program solutions.

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off (vacation, sick leave, and paid holidays)

Responsibilities

Lead the design, development, delivery, and ongoing maintenance of best-in-class compliance programs, policies, and practices for ICRM.
Translate ICRM strategy and goals across Citi’s clients, products, and geographies; provide direction and guidance on programs.
Serve as a subject matter expert on Citi’s Compliance programs; offer real-time regulatory guidance to manage compliance risk across functions, businesses, and products.
Stay current on changes to rules, regulations, and industry developments, including regulatory findings.
Oversee monitoring and identification of regulatory developments, enforcement actions, and new laws, regulations, rules, interpretations, or guidance related to the supported function, business, or product.
Analyze and scope the impact of complex regulatory developments across senior function and product areas, including cross-border impacts.
Advise ICRM and function/business/product management and personnel on regulatory and compliance issues, providing credible challenge.
Participate in industry groups, trade associations, and other forums as appropriate.
Lead high-impact initiatives and manage special project work streams to deliver solutions, including coordinating the implementation of new regulatory requirements.
Manage strategy and responses to regulatory examinations, reviews, inquiries, internal and external investigations, as well as testing and audits.
Design and lead compliance and control reviews.
Partner with other ICRM teams and global functions, including Legal, Risk, Operations, Technology, and Finance, to prevent and detect non-compliance and promote a culture of compliance.
Additional duties as assigned.
Appropriately assess risk in business decisions, safeguarding Citi, its clients and assets by driving compliance with applicable laws and policies, and escalating and reporting control issues with transparency.

Requirements

Deep knowledge of compliance laws, rules, regulations, risks and typologies
Excellent written, verbal, and analytical skills
Self-starter, flexible, innovative, and adaptable
Highly motivated, strong attention to detail, team oriented, organized
Strong presentation skills with the ability to convey complex problems and solutions clearly
Ability to collaborate with regional and global partners across functional units; adept at navigating a complex organization and influencing senior peers across cultures
Experience managing regulatory exams and relationships with examiners and auditors
Awareness of regulatory requirements including local and US laws, international standards
Advanced knowledge in the area of focus such as loan and credit management
Education: Bachelor's degree required; advanced degree a plus

Anticipated posting close date: Mar 27, 2026.

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Sr. Financial Analyst - Ridenow Phoenix

RideNow Powersports Phoenix, AZ

20d ago

Full time Senior Accounting Analyst

Senior Accounting Analyst

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Job Description

RideNow Powersports, rooted in the Phoenix area, relies on a Senior Financial Analyst to strengthen the regional FP&A function through precise reporting, forecasting, and analytics. This role supports regional financial processes and partners with finance, business, and technology teams in a fast paced setting to deliver actionable insights for senior leadership. The ideal candidate will bring a strong finance foundation and a proactive mindset for process improvement and strategic planning.

Responsibilities

Oversee the preparation and analysis of regional financial and business metrics around month end, identify key drivers, and present actionable recommendations to business and finance leadership.
Direct essential financial processes, including monthly and quarterly reviews, quarterly forecasts, and long-range planning cycles.
Champion process improvements by creating new models, refining communication methods, and collaborating with cross-functional teams.
Compile and communicate fact-based insights for senior business and financial leadership groups, supporting deep analytics initiatives.
Operate with a high degree of independence in a dynamic environment with competing deadlines.
Conduct financial and ad hoc analyses, delivering data-driven recommendations to senior management.

Requirements

Advanced Excel skills, strong problem-solving abilities, and proven experience building financial models for forecasting and variance analysis.
Excellent collaboration and interpersonal skills, with adept written and verbal communication.
Experience developing three-statement financial models.
Track record of driving projects to completion.
SQL, DAX, Power BI, and Tableau skills are a plus.
Experience with ERP systems such as Sage, Microsoft Dynamics, Oracle, SAP, etc.
Experience with reporting and planning software like Vena, Datarails, Prophix, Workday Adaptive Planning, etc.
Familiarity with CDK/Lightspeed and the powersports or automotive industry is a plus.
Ability to sit for extended periods at a workstation.