Role Description
The Regional Practice Leader is responsible for the overall performance, leadership, and growth of Farberβs client intake and advisory teams within their assigned region. Reporting to the National Practice Leader, this role owns regional revenue and filing performance, leads a team of client solutions professionals, and ensures a disciplined and effective client intake pipeline from initial inquiry through consultation and filing. This leader will balance strong operational oversight with a client-first mindset, ensuring individuals seeking debt relief receive professional, empathetic, and trusted guidance within a regulated insolvency environment. Success in this role requires strong leadership, pipeline discipline, and the ability to coach and develop high-performing teams while delivering consistent regional results.
Key Responsibilities
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Regional Leadership & Team Development
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Lead, coach, and develop a high-performing client solutions team.
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Foster a culture of accountability, professionalism, and client-first service.
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Support recruitment, onboarding, and ongoing development of team members.
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Pipeline Performance & Revenue Accountability
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Own regional pipeline health, conversion performance, and revenue outcomes.
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Monitor activity, workload distribution, and performance metrics to ensure opportunities progress effectively through the client intake process.
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Identify performance gaps and implement strategies to improve conversion and productivity.
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Operational Excellence & Process Improvement
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Ensure consistent processes, workflows, and performance standards across the regional team.
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Identify bottlenecks and improvement opportunities within the client intake process.
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Partner with national leadership and cross-functional teams to enhance operational efficiency and service delivery.
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Client Experience & Stakeholder Collaboration
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Ensure individuals seeking debt solutions receive a compassionate, professional, and consistent experience.
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Collaborate with internal partners across marketing, operations, and administration to support a seamless client journey.
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Handle escalated client matters with professionalism and sound judgment.
Qualifications
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Licensed Insolvency Trustee or equivalent leadership experience in financial services or professional services.
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10+ years of experience in insolvency, financial services, sales leadership, or client advisory environments.
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Demonstrated success leading teams and delivering performance targets in a consultative client environment.
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Strong leadership, coaching, and team development capabilities.
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Experience managing pipelines, conversion performance, and operational metrics using CRM systems.
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Excellent communication, analytical, and relationship-building skills.
Requirements
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Within the first 12 months you will:
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Strengthen pipeline discipline and improve Appointment-to-File conversion.
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Build and develop a high-performing client solutions team through coaching and leadership.
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Improve intake efficiency and reduce pipeline bottlenecks.
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Deliver on regional revenue and filing targets while maintaining a strong client experience.
Benefits
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Remote work model
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Vacation and wellness days
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Extended health and dental coverage, plus virtual doctor services
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Employee Assistance Program and mental health resources
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Company-matching retirement savings plan
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Financial support for professional development
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Annual company events
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Exclusive access to perks and discounts