Director Franchise Engagement & Implementation

The Director Franchise Engagement & Implementation (FEI) is a key member of the regional leadership team. They are a strategic execution focused leader who is responsible for driving operational excellence, aligning field performance with corporate strategy, and ensuring scalable growth across the region and territories. The FEI is a pivotal role that blends operational excellence, systems thinking and leadership development as they oversee advisor engagement, financial performance, compliance, onboarding, and business development processes to ensure the successful implementation of strategic initiatives and practice growth.

Key Responsibilities:

• Strategic leadership and partner to RVP

  • Provide advice and support on all strategic planning and initiatives to achieve region goals. Ensure alignment between strategy and execution. 

  • Partner with RVP to formulate strategies, tactics and supporting plans to deliver on the assigned national Strategic Imperatives (SI).

• Lead and manage implementation and execution

  • Lead and manage implementation planning and execution for all region-wide and national initiatives (e.g., advisor recruiting, client acquisition, advisor experience), as well as for any major projects and initiatives that impact the field (e.g., major systems and process changes).

  • Provide support and advice to national programs to better ensure successful implementation within the field.

• Systems and process optimization

  • Leverage data and analytics to identify bottlenecks, opportunities, and gaps to achieve growth goals.

  • Development of tools, resources, and processes designed to increase effectiveness and create leverage.

  • Build systems and processes that result in consistent and scalable results.

• Team Development

  • Provide leadership and direction to the entire region field leadership team including work direction, training and development, performance management and reviews.

  • Manage the mid-year and year-end review process, and the development planning process for all members of the team under the direction leadership of the RVP.

• Region Operations

  • Responsible for daily management of region operations, including financial management.

  • Manage region communications.

  •  Act as a delegate for the RVP at regional and strategic partner meetings (e.g., Field team meetings, Strategic Imperative meetings, Corporate Partner 1:1s and RVP meetings).

Required Qualifications

• Bachelor’s degree or equivalent experience

• 7-10 years of relevant leadership experience, preferably in financial services or a highly regulated industry

• Demonstrated success in driving business results and managing key performance metrics

• Proven experience in financial management, including full P&L oversight

• Strong organizational and project management skills with the ability to manage multiple initiatives concurrently

• Exceptional verbal and written communication skills

• Proficient in business tools and reporting systems

Preferred Qualifications

• Master’s degree or equivalent

• Active Series 24, 7, and 63 licenses

• Experience supporting or working within a franchise model

• Familiarity with field leadership structures and advisor development initiatives

• Proven experience in financial management, including full P&L oversight

• Strong organizational and project management skills with the ability to manage multiple initiatives concurrently

• Exceptional verbal and written communication skills

• Proficient in business tools and reporting systems

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwaver