Senior Level Development Advisor Jobs
Senior level development advisor jobs place experienced professionals in charge of shaping strategy, owning complex initiatives, and guiding the teams and stakeholders that carry them forward. Openings concentrate across Banking & Financial Services, Investment & Asset Management, and Technology & Software, with a mix of on-site, remote, and hybrid settings, and employers like Truist, Savvy Wealth, and Jobot hiring at this level now.
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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
- Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
- Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
- Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
- Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
- Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
- Acts as a resource to associates with less experience
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
- Bachelor’s degree in business, finance, economics, accounting or related field
- Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills And Competencies
- Ability to independently manage the largest client relationships
- Advanced relationship management, business development and presentation skills
- Advanced sales, negotiation, problem solving, and interpersonal skills
- Anticipates client needs and is proactively provides solutions
- Excellent verbal and written communication skills
- Possess effective and proven sales experience
- Strong initiative to be proactive and follow through on client requests
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $135,147.71 USD
Median $192,370.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Buckhead
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts.
Primary Responsibilities
- Collaborates with internal business partners to provide a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
- Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
- Acquires more complex client relationships and expands services to existing clients to meet revenue growth, profitability and retention goals consistently
- Provides guidance and solutions for the development and on-going maintenance of more complex client needs using technical expertise
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship, conducts and manages all pre-call and post-call meetings for every call
- Manages multiple tasks and helps the team reach deadlines, including proper Know Your Customer (KYC) guidelines, call reporting, book of business management and maintenance, and manages all elements of risk and compliance needs for the book of business, and utilizing all the tools are resources available to continuously enhance their skill set and improve their performance
- Acts as a resource to associates with less experience
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
- Bachelor’s degree in business, finance, economics, accounting or related field
- Eight (8) years of financial services industry experience in commercial banking, consumer banking, trust investment, wealth management, or related
Skills And Competencies
- Ability to independently manage the largest client relationships
- Advanced relationship management, business development and presentation skills
- Advanced sales, negotiation, problem solving, and interpersonal skills
- Anticipates client needs and is proactively provides solutions
- Excellent verbal and written communication skills
- Possess effective and proven sales experience
- Strong initiative to be proactive and follow through on client requests
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $135,147.71 USD
Median $192,370.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Buckhead
Location: Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services29
- Investment & Asset Management14
- Technology & Software12
- Consulting & Professional Services10
- Healthcare & Medical Services7
Senior Level Development Advisor Jobs: Frequently Asked Questions
How do I get a senior level development advisor job?
Employers at this level look for candidates who can demonstrate ownership of large-scale initiatives, not just participation in them. Highlight outcomes you drove, decisions you led, and teams or stakeholders you influenced. A strong portfolio of complex projects, evidence of cross-functional leadership, and the ability to advise at an organizational level will give you the clearest edge over other candidates.
Which companies hire senior level development advisors?
Companies hiring senior level development advisors right now include Truist, Savvy Wealth, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from established organizations that need experienced advisors to lead high-stakes development functions rather than entry-point programs.
Are there remote senior level development advisor jobs?
Yes, though availability varies by employer and function. About 28% of senior level development advisor openings are remote or hybrid as of November 2026, reflecting broader flexibility at experienced professional levels. Roles that involve deep stakeholder relationships or on-site program oversight are more likely to require in-person presence.
What makes a development advisor role senior level?
Senior level development advisor roles are defined by scope, autonomy, and influence. Where mid-level roles execute within defined parameters, senior roles set those parameters, own outcomes across multiple workstreams, and advise leadership directly. Mentoring junior staff, leading cross-functional initiatives, and shaping organizational strategy are consistent expectations at this stage rather than occasional responsibilities.
Which industries hire the most senior level development advisors?
Senior Level development advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Technology & Software, based on current listings on Migrate Mate as of November 2026. These sectors tend to invest heavily in experienced advisors because their development functions operate at scale, requiring senior professionals who can align complex programs with broader organizational or community goals.