Regional Manager Wealth

About the role This is an exciting new role for Fisher Funds where you will have the opportunity to lead multi-disciplinary teams. As the Regional Wealth Manager for Auckland, you will lead the overall performance, growth, and operational effectiveness of the region’s Wealth teams. You will be responsible for growing the region's client base, strengthening existing client relationships, and maximising client retention, while delivering exceptional client outcomes and commercial performance. Working closely with the Business Development Leads and Senior Wealth Advisers, you will be responsible for regional commercial performance, productivity, and advice quality. Through strong leadership, coaching, and performance management, you will build high-performing teams, maintain disciplined operational and compliance standards, and deliver outstanding client and business outcomes. Key Responsibilities Lead, coach, and develop a team of financial advisers to deliver high‑quality, compliant advice Own the regional P&L, driving new business outcomes, revenue growth, and commercial performance Retain and grow the client base through strong client engagement and adviser capability uplift Embed strong conduct, advice quality, and regulatory standards (FSLAA, FAP obligations, Code of Conduct) Support advisers with complex client conversations, portfolio construction, and investment recommendations Analyse regional performance data and implement targeted improvement plans Partner with internal teams (compliance, product, operations) to ensure consistent advice practices Contribute to advice‑related policies, standards, and documentation Build a culture of professionalism, accountability, and continuous improvement Skills & Experience Proven leadership experience in sales management, people leadership, or commercial roles Strong commercial acumen with experience running a P&L and driving growth outcomes Ability to coach and motivate advisers or sales teams to lift performance Experience in financial services is highly advantageous but not essential Strong understanding of regulated environments or willingness to quickly upskill Excellent communication and stakeholder engagement skills High attention to detail and a proactive, solutions‑focused mindset Level 5 Financial Services Certificate (Investment Strand) or willingness to obtain it Wellbeing First Enjoy Southern Cross Health Insurance and life insurance coverage. Grow Your Career Access professional development opportunities to reach your full potential. Enhanced leave A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest. Collaborative Culture Join a team that values support, innovation, and having fun while doing meaningful work. For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa. #J-18808-Ljbffr