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Executive Management

Regional Managing Director

Fort Washington, PA

About the Role

Global Advisers is seeking a Regional Managing Director in Fort Washington, PA to lead regional business growth, client outcomes, talent, operating discipline, and cross-functional execution while representing the firm's standards in the local market. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Set regional priorities for client growth, relationship quality, recruiting, and market development.
  • Lead senior professionals across advisory, investment, operations, and business-development activities.
  • Review regional performance, resource needs, risks, and operating issues.
  • Build relationships with significant clients, prospects, professional intermediaries, and community leaders.
  • Coordinate with firmwide compliance, technology, HCM, legal, and operations resources.
  • Develop future leaders and maintain high standards for judgment, accountability, and client service.

Qualifications

  • Bachelor's degree; advanced degree or professional credential preferred.
  • Ten or more years of leadership experience in wealth management, investment management, financial services, or a comparable professional-services business.
  • Demonstrated record of business growth, client leadership, and people management.
  • Strong understanding of regulated financial-services operations.
  • Executive judgment, communication, and accountability.

Preferred Qualifications

  • CFP®, CFA®, CPA, JD, MBA, or comparable advanced credential.
  • Experience building or leading a regional advisory or investment business.

Skills for This Role

Executive Leadership, Strategic Planning, P&L Management, People Leadership, Business Strategy, Risk Oversight, Relationship Development, Resource Allocation

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.