Divisional Business Development Manager
About The Position
As a Regional Sales Manager within the West Region team, you will act as a strategic partner to our 5 Markets in the West Region. You will be responsible for driving operational excellence, enabling business strategy execution, and managing front-to-back processes across the region. You will collaborate closely with senior stakeholders across the West to the execute strategic initiatives including integration programs, regulatory deliverables, and business transformation.
Requirements
- minimum 5 years relevant industry experience (Sales, Business Mgmt., COO, and/or consulting experience)
- understanding of Sales workflows, WM business and risk management, and regulatory frameworks.
- excellent analytical, communication, and stakeholder management skills.
- experience with audit, regulatory engagement, and operational risk frameworks.
- ability to work independently and influence local and global senior stakeholders
- partnership approach with a high degree of collaboration
- self-motivated and passionate about the client experience, with solid presentation skills
- ability to identify, articulate and escalate issues / risks to your line manager timely
- proactive, critical thinker with a collaborative personality
- strong planner focused on organization and details, with no problem delivering against tight deadlines
- strong understanding of the wealth management business
- Series 7/66 or 7/63/65 and 9/10 required
- role may require travel to different local branch offices
Nice To Haves
- understanding of bank/financial services operational processes and product knowledge as big asset
- the National Sales team is geographically diverse with a concentration of tri-state area-based employees
Responsibilities
- increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution
- develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources
- host Monthly Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; Support book segmentation and reviews to bolster client acquisition and retention efforts
- understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities
- prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed
- handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
