Regional Manager

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Regional Manager, Fiduciary Services! The Regional Manager, Fiduciary Services is responsible for overseeing and managing a team of Trust Officers and Trust Associates within a designated region. This role ensures the delivery of exceptional fiduciary services to clients while maintaining compliance with regulatory and company standards. The Regional Manager will lead, mentor, and support their team to achieve operational excellence, enhance client relationships, and drive business growth.

Primary Job Functions

Team Leadership & Management

• Lead, supervise, and develop a team of trust officers and trust associates, ensuring high performance and engagement.

• Provide mentorship, training, and professional development opportunities to team members to enhance skills and career progression.

• Conduct performance reviews and set goals aligned with regional and organizational objectives.

• Foster a collaborative and inclusive work environment that encourages innovation and accountability.

Fiduciary Services Oversight

• Oversee the administration of trust and estate accounts, ensuring adherence to fiduciary principles and regulatory requirements.

• Collaborate with team members to deliver customized solutions for clients, including estate planning, trust management, and wealth transfer strategies.

• Monitor and manage risk across fiduciary accounts, ensuring appropriate controls and documentation are in place.

• Serve as an escalation point for fiduciary matters, providing expertise and guidance to resolve issues effectively, referring complex issues to senior leadership.

Client Relationship Management

• Build and maintain strong relationships with clients, beneficiaries, and external.

• Administer assigned account relationships in accordance with trust company policies and governing documents.

• Represent the organization in client meetings, presentations, and community events to enhance brand visibility and trust.

• Proactively address client needs and concerns, ensuring satisfaction and long-term retention.

Operational Excellence

• Develop and execute regional strategies to achieve growth, operational efficiency, and client service excellence.

• Monitor and analyze key performance metrics, identifying areas for improvement and implementing solutions.

• Ensure compliance with internal policies, state and federal regulations, and industry best practices.

• Partner with internal teams (e.g., legal, compliance, and investment) to streamline processes and improve service delivery.

Education/Skill Requirements

• Bachelor's degree in finance, law, business administration, or related field. (JD, CTFA, CFP, or CPA preferred.)

• Certified Trust and Fiduciary Advisor (CTFA) or similar professional designation preferred.

• Minimum of 10 years of experience in fiduciary services, trust administration, or wealth management.

• Proven leadership experience managing teams in a professional services environment.

• Strong leadership and team development skills.

• Strong knowledge of fiduciary principles, trust and estate administration, and wealth management.

• Strong interpersonal, communication, and relationship-building abilities.

• Analytical mindset with a focus on risk management and problem-solving.

• Proficiency in trust management systems and financial reporting tools.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.