District Partners LLC
Market President Charlotte (Wealth Management)
District Partners LLC, Charlotte, North Carolina, United States, 28245
Regional President, Wealth Management - Charlotte
Location:
Charlotte, NC (On-site)
Reports to:
National President, Wealth Management
The firm is completing an org-wide title realignment. Final functional/corporate titles (e.g., Director/MD/President) will be confirmed based on the reorg and candidate experience.
If you've led in wealth management, private wealth, or served as an advisor and now want to build the machine that powers growth, this is for you. Lead the Charlotte hub for a ~$60B and rapidly growing national RIA serving HNW/UHNW clients. You'll run a hub-and-spoke regional model: elevating advisor performance, tightening operations, and integrating newly acquired teams (as a firm, there are about 15 acquisitions nationally completed per year with no expectation to slowdown). This is an on-site leadership role for a builder who can turn strategy into execution and scale a planning-led, fiduciary client experience.
What You'll Lead: Regional Growth & P&L:
Own market plan and performance; drive net new assets, revenue, and margin. Advisor Productivity:
Coach on planning workflows, pipeline discipline, COI strategy, and time allocation. Client Experience:
Standardize a high-touch, planning-first journey that deepens retention and referrals. Operational Rigor & Risk:
Partner with Ops/Compliance/Investments to ensure supervision excellence and clean audits. M&A Integration:
Onboard and position acquired teams; align branding, service model, and growth cadence. Community & Brand Presence:
Be the face of the firm locally; cultivate COIs and market visibility. What Success Looks Like (first 12 months):
Sustained improvements in NNA/NNAc, revenue, and market margin Lift in advisor productivity (planning adoption, win rates, fee growth) High client retention/NPS and clean supervisory outcomes Smooth integration and ramp of acquired/advisor teams into the hub model Your Background:
10+ years in wealth management leading multi-advisor teams (market/complex/regional/practice leadership). Track record scaling planning-led growth in an RIA, wirehouse, or hybrid environment. Credible coach and culture builder; balances strategy with day-to-day execution. Strong financial acumen (revenue drivers, compensation levers, pricing, cost-to-serve). Executive presence; excellent communication with advisors, clients, and corporate leaders. Credentials & Requirements:
CFP Preferred. Active IAR (or ability to obtain promptly) and applicable state licensing (Series 65/66 or equivalent). On-site in Charlotte (no remote option). Work authorization: Candidates must be authorized to work in the U.S. at time of hire; visa sponsorship is not available. Why This Role:
Lead a flagship hub for one of the fastest-growing RIAs focused on HNW/UHNW. Direct line to the President of Wealth Management; true seat at the table. Operate at the center of an acquisitive platform with real resources and runway.
Location:
Charlotte, NC (On-site)
Reports to:
National President, Wealth Management
The firm is completing an org-wide title realignment. Final functional/corporate titles (e.g., Director/MD/President) will be confirmed based on the reorg and candidate experience.
If you've led in wealth management, private wealth, or served as an advisor and now want to build the machine that powers growth, this is for you. Lead the Charlotte hub for a ~$60B and rapidly growing national RIA serving HNW/UHNW clients. You'll run a hub-and-spoke regional model: elevating advisor performance, tightening operations, and integrating newly acquired teams (as a firm, there are about 15 acquisitions nationally completed per year with no expectation to slowdown). This is an on-site leadership role for a builder who can turn strategy into execution and scale a planning-led, fiduciary client experience.
What You'll Lead: Regional Growth & P&L:
Own market plan and performance; drive net new assets, revenue, and margin. Advisor Productivity:
Coach on planning workflows, pipeline discipline, COI strategy, and time allocation. Client Experience:
Standardize a high-touch, planning-first journey that deepens retention and referrals. Operational Rigor & Risk:
Partner with Ops/Compliance/Investments to ensure supervision excellence and clean audits. M&A Integration:
Onboard and position acquired teams; align branding, service model, and growth cadence. Community & Brand Presence:
Be the face of the firm locally; cultivate COIs and market visibility. What Success Looks Like (first 12 months):
Sustained improvements in NNA/NNAc, revenue, and market margin Lift in advisor productivity (planning adoption, win rates, fee growth) High client retention/NPS and clean supervisory outcomes Smooth integration and ramp of acquired/advisor teams into the hub model Your Background:
10+ years in wealth management leading multi-advisor teams (market/complex/regional/practice leadership). Track record scaling planning-led growth in an RIA, wirehouse, or hybrid environment. Credible coach and culture builder; balances strategy with day-to-day execution. Strong financial acumen (revenue drivers, compensation levers, pricing, cost-to-serve). Executive presence; excellent communication with advisors, clients, and corporate leaders. Credentials & Requirements:
CFP Preferred. Active IAR (or ability to obtain promptly) and applicable state licensing (Series 65/66 or equivalent). On-site in Charlotte (no remote option). Work authorization: Candidates must be authorized to work in the U.S. at time of hire; visa sponsorship is not available. Why This Role:
Lead a flagship hub for one of the fastest-growing RIAs focused on HNW/UHNW. Direct line to the President of Wealth Management; true seat at the table. Operate at the center of an acquisitive platform with real resources and runway.