Director of Market Development

Trustmark•Houston, MS

About The Position

The Director of Market Development is responsible for sales strategies to grow revenue and the direct and indirect leadership of client facing/sales production roles. This role represents Trustmark Wealth as a senior leader within the company to expand brand recognition and develop market growth strategies and new business opportunities. The Director of Market Development is responsible for defining and deploying the wealth planning delivery model internally and externally, through the design of a scalable, efficient, and profitable business model. This role leads and oversees planning-related thought leadership deliverables and processes, including the internal and external marketing functions.

Requirements

Bachelor’s degree and a minimum of 10 years of wealth management, investment, trust, or estate planning experience
Minimum of 3 years of managerial experience
Proven track record of excellence in sales production and/or management within a wealth management business including portfolio management
Sound judgment and ability to make decisions and guide others to fulfill decision requirements
Strong analytical skills with the ability to interpret data and make strategic recommendations
Strong organizational and time management skills
Skilled in working across organizational teams, delivering expert guidance with a strong commitment to excellent customer service
Leadership competency for staff of 8-12 associates
Propensity to achieve high client service levels
Interpersonal and interdepartmental collaboration and communication skills

Nice To Haves

Master’s Business Administration, Juris Doctorate or other advanced degree.
CFP, CTFA, or CPA

Responsibilities

Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall contribution to strategic organizational goals.
Accountable for an overall market sales and revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base.
Responsible for educating and aligning client-facing roles in Wealth Management, Institutional Banking, Retail and Commercial Banking, on new client experience initiatives that enhance referral activity to Wealth Management and contribute to revenue growth.
Lead the development of the Wealth message and sales strategies to grow and coordinate all market segment activities related to the delivery of solutions of a comprehensive wealth management strategy for individuals, business owners, and/or families.
Responsible for direct oversight of the Advisory team and indirect oversight of client-facing/sales production associates to exceed business targets, while coaching advisors in client engagement to understand holistic client needs and deliver tailored solutions.
Ensure a best-in-class experience and fostering a collaborative culture focused on comprehensive financial planning and client success.
Actively participates in new and existing client relationships with client facing/sales production associates for revenue growth opportunities and closely working with advisors to ensure we are building and maintaining strong client relationships is essential for retention and growth.
Ensure pricing discipline on fiduciary client relationships together with business unit managers and explore new business opportunities that align with Wealth objectives.
Serve as a visible leader within the organization, representing Trustmark Wealth in cross-functional initiatives internally and at external engagements.
Serve on Wealth committees assigned.
Perform additional duties assigned by management to meet organizational needs.