Director Wealth Sales Distribution

Johnson Financial Group•Milwaukee, WI

25d

About The Position

As a member of the Wealth leadership team, the Director of Wealth Sales Distribution will be accountable for overall leadership and management of sales distribution for Wealth services to include Consumer, HNW, RPS, Private Client, and Institutional Services. Meet established profitability and growth targets while instilling a culture of accountability. Position Wealth distribution for sustainable growth using appropriate sound business modeling. Recruit and retain advisor talent. Must have a thorough understanding of business partner relationships, vendor management, regulatory and compliance.

Requirements

15 or more year's previous experience in financial services, preferrably in a Bank Trust Company and RIA environment, advanced designations and/or preparatory work or guidance may be assessed in lieu of some of the experience requirements
Bachelor's degree in finanace, accounting, or business required; advanced degree preferred.
Extensive expertise in the areas of business and sales management in the financial services sector. Demonstrating team sales success through outcomes.

Responsibilities

Aligning the Wealth sales distribution with Wealth and Corporate objectives, goals and projects that impact all associates.
Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions.
Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions.
Proactively recruit and maintain a pipeline of advisor candidates and teams who display requisite job skills and exhibit values consistent with Johnson Financial Group.
Build a distribution team that reflects the communities we operate in and the clients we want.
Provides strategy and direction for pricing, product, and coordinates product definitions.
Ensures strategic targets are met including distribution, growth by segment and service delivery to client relationships.
Expertise in balancing pricing, growth and account quality.
Thorough understanding of all aspects of business in order to accurately budget, forecast, explain and analyze financial performance.
Use industry insights and developments, changes and trends to assist in positioning Wealth for the future.
Maintain strong industry networks through various external contacts and community participation.
Builds partnerships across JFG lines of business to assist team in cross-selling.
Models exemplary behaviors and actions for associates.
Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions.
Act as a ‘Coach’ for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance.
Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions.
Create environment where advisor candidates and teams who display requisite job skills see JFG as an employer of choice
Create and sustain an environment which supports teamwork and mutual respect.
Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings.
Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities.
Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures.
Models exemplary behaviors and actions for associates.
Ensure a consistent client experience including key service offerings and deliverables across each applicable client segment.
Execution of strategic sales management process aligned with our business strategy to enhance bottom-line sales results.
Knowledge of full portfolio of JFG products and services; lead and coach sales team to cross-sell full breadth and depth of products.
Actively call/joint call on identified target segments, prospects, centers of influence, etc to lead new business development and client acquisition efforts.
Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
Lead, coach and develop associate’s sales behaviors to proactively expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations.
Consistently track, monitor and manage key sales performance indicators.
Manage expenses in relation to projected return on investment for client events/activities.
Participate in an active and meaningful role in a community or industry organization.
Use customer insights and data to assist in developing growth plans