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Regional Client Services Manager
Job Location:
Job Location:
Fairfax, VA - USA
Yearly Salary:
USD 99000 - 132000
Yearly Salary:
Posted:
1 October 2026 (Yesterday)
Posted:
Application Deadline:
29 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
At Edelman Financial Engines (EFE) our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations and every dollar invested has a job to do for our clients. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice strategies and solutions to help them feel confident about the plans they are making whether for today tomorrow or in the great unknown future. Our goal is to build long-term relationships based on respect integrity and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First One Team Respectful Candor and Endless Curiosity. These values guide everything we do for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative values-led culture we invite you to explore a career with us.
As a Regional Client Service Manager youll play a pivotal role ensuring world-class customer service is delivered to our clients by managing all facets of regional operations supporting multiple branch offices as well as various business lines.
We are looking for someone with proven leadership experience within financial services to help us deliver outstanding service by building and nurturing the client relationship. If you have exceptional leadership acumen client service and communication skills with a good understanding of financethis is the opportunity for you!
Responsibilities:
- Mentor coach and lead Client Service Teams; managing the day-to-day branch office operations and oversight of the overall client service experience.
- Partner with the Regional Director and maintain high-quality standards and client service throughout the region
- Effective planning and managing of staffing and support needs which include but are not limited to:
- Assist with interviewing and hiring of qualified external and internal candidates
- Identify and develop high performing internal employees in an effort to build future bench strength
- Manage and oversee the employee performance review process for the department ensuring reviews are appropriate accurate and adhere to all company deadlines
- Develop performance improvement plans and provide coaching when necessary to improve marginal employee performance ensuring a high level of accountability
- Maintain the highest possible level of morale in the department so that the culture is one of mutual respect and cooperation between Client Services and other departments
- Continuously review department organization and administrative procedures to ensure that effective efficient and profitable staff operations are maintained
- Responsible to make sure that all programs and projects meet assignedgoals and objectives
- Responsible for resolving complex service and operational issues with best-practice judgment
Requirements:
- 5-7 years of financial industry experience specifically in a broker/dealer or RIAenvironment
- Bachelors degree in business or finance preferred or equivalent combination of education and experience.
- At least three years of leadership experience.
- Previously held Series 7 Series 24 or Series 66 licenses preferred.
- Ability to effectively lead motivate and empower a team to successfully accomplish goals.
- Able to adapt to changes in the work environment manage competing demands and work with frequent change delays or unexpected events.
- Excellent judgment to appropriately prioritize and manage multiple deadlines.
- Occasional travel
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $99000 - $132000. However final base pay will be carefullydeterminedbased on several factors including responsibilities job-related skills relevant experience geographic location and market conditions. Additionally this role may be eligible for other forms of compensation and benefits such as a discretionary bonus health dental and other wellness plans and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986 Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors not just the wealthy deserve access to personal comprehensive financial planning and investment advice. Recognized byBarronsas a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30)1wesupportmore than1.27 million clientsacross 140 offices nationwide and manage over$324billionin assets2.Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every clients situation and goals are unique and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race color religion creed sex gender identity or expression sexual orientation pregnancy; marital domestic partner or civil union status; national origin citizenship ancestry ethnic heritage genetic information age legally recognized disability military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or .
1TheBarrons Top 100 RIA Firms list an annual ranking of independent advisory firms is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services LLC which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey FEA received aprecombinationranking of 12th.
2EdelmanFinancial Engines data as ofSeptember 30 2025
Required Experience:
Manager
