Financial Services Market Manager - West Palm Beach, FL

TD•West Palm Beach, FL

22h•$91,000 - $136,240

About The Position

The Financial Services Market Manager (FSMM) champions the Wealth business line within designated retail markets by fostering engagement and partnership activity. This role is responsible for driving qualified wealth referrals and introductions that result in booked assets, a combination of investment and insurance products, delivered through a holistic planning approach by Financial Advisors and high net worth (HNW) Investment Advisors. The FSMM role is responsible for developing and implementing plans and programs that create opportunities for partners and managers to acquire new clients and expand business with existing clients. This role is responsible for building positive relationships with the retail bank, senior leadership, and business development executives which happens through regularly scheduled, intentional touchpoints to review activities and results. This role is responsible for leveraging retail opportunities to achieve designated market goals, specifically net portfolio growth (NPG) and solutions & referrals (SR). The FSMM ensures that retail is informed about how the wealth partnership impacts other key performance indicators such as retention, deposit growth, LEI, etc. Similarly, this role is responsible for advising all pertinent wealth distribution roles such as the Wealth Market President (WMP/WML), Regional Sales Managers (RSM), Financial Advisor Managers (FAM), Financial Advisors (FA), and Relationship Managers (RM) on all matters that are relevant to retail such as campaigns and initiatives as well as providing best practices to coach Retail. This is done through one-on-one and group forums. This role focuses on two marquee subsets of their market including Next Generation Stores (NGS) and TD Premier (TDP) Stores. There is a more frequent cadence of communication and in-Store presence in these two subsets.

Requirements

Bachelor's Degree or equivalent experience
5+ years of financial services industry experience
Established understanding of Wealth and Retail banking business lines
Proven track record of sales management success in a similar environment
Proven ability to influence Sr. Leadership
Proven ability to work independently and within a team
Possesses a strong desire to win
Excellent verbal and written communication skills
Positive persuasion management skills
Strong relationship building and selling skills
Detail oriented, well organized, self-starter, with a high energy level and creative problem-solving abilities
Ability to work in a challenging and collaborative work environment
Ability to travel within assigned Market; about 80% of time

Nice To Haves

Licenses or registrations preferred: Life/Health, Series 7, 65 or 66, and 24

Responsibilities

Develops and delivers wealth-related content for all monthly retail leadership meetings including regional Store Manager meetings, Retail Market Manager meetings, and Market President meetings; average 6-8 per month
Creates and delivers content on market-wide Financial Advisor and Relationship Manager Sales Calls and Execution calls; average 4-6 per month
Drives the Wealth and Retail agenda across local markets by executing key initiatives - #Be Legendary, TAG Routine, Salesforce competencies, Insights, CFA adoption and related growth strategies
Creates internal content (i.e., one-pagers) to support partnership, clarify priorities, and delivers consistent messaging across Retail and Wealth teams
Provides regular and timely progress reports summarizing business results, key activities, and forward-looking action plans for Retail and Wealth Leadership
Constantly engages and communicates to retail teams how wealth solutions can solve for client issues, accelerate the business, motivate and encourage successful behaviors that drive high-quality referrals and outcomes
Organizes and runs "Sales Leader Meetings", to develop retail colleagues, subordinate to SMs, into senior sales leaders, a pipeline for future Premier Bankers and ultimately Financial Advisors
Leads corrective course meetings with leadership of stores, regions, and markets where an improvement in performance and/or engagement is needed
Responsible for Next Generation Store launches and on-going facilitation of bi-weekly accountability calls for NGS locations where the audience includes the RMM, SMs, FAs, and FAM
Conducts monthly 1:1 production reviews with RMMs and Retail Market Presidents focusing on priority metrics: referrals to goal, NPG to goal, qualified rates, Insights, CFAs, and related KPIs
Monitors market-level performance against referral and sales expectations
Serves as a strategic partner to the Premier Bankers (TD Premier) ensuring positive engagement between SM and FA partners
Collaborates with Store Management and TD Premier Leadership to drive deposit and investment NPG through best-practice sharing, activation of customer-engagement essentials, and execution of proven partnership models