Manager, Sales Enablement - Wealth Management

Commerce Bank•Kansas City, MO

3d•Onsite

About The Position

The main purpose of this job is to be responsible for developing and implementing sales enablement and business development strategies and initiatives to drive revenue growth and enhance the overall sales performance of Institutional Trust Division. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

Requirements

Strong knowledge of the sales enablement and business development field, including knowledge of best practices
Ability to stay abreast of emerging sales technologies and tools relevant to the commercial banking industry.
Ability to assess and implement sales enablement tools that complement our CRM to enhance sales efficiency, support CRM adoption efforts, and overall sales performance of the sales enablement and business development team
Strong knowledge of institutional investments, services, and industry trends
Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
Ability to drive results and balance management of organizational risk and meeting goals of the business
Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Advanced level proficiency with Microsoft Word, Excel, Teams and Outlook
Bachelor’s degree in Business, Marketing, or equivalent combination of education and experience required
6+ years sales enablement, sales training, or related experience in the investment, banking or financial services industry required
4+ years leadership/supervisory experience required
Must be eligible to work in the US without sponsorship now or in the future.

Nice To Haves

Master's in business administration or an advanced degree preferred

Responsibilities

Develop and execute a comprehensive sales enablement and business development strategy to drive growth and remain aligned with the Institutional Trust’s goals and objectives
Identify key areas for improvement and design initiatives to enhance sales effectiveness, productivity, and efficiency
Identify and pursue new business opportunities, including strategic partnerships, and collaborations, to expand our client base and market presence
Build and nurture strong relationships with key stakeholders, industry leaders, and potential clients, leveraging networks and industry events to drive business development activities
Collaborate with key stakeholders to identify training needs specific to use of available talent, content and supporting tools; design and deliver sales training information.
In partnership with the Sales Intelligence Unit, develop and update sales content, tools, and resources to enable sales professionals to effectively engage with clients and prospects throughout the sales cycle.
Collaborate and partner with Institutional Trust leadership and team to analyze and evaluate the existing sales processes and identify opportunities for optimization and approvement; develop and implement standardized sales processes, methodologies, and best practices to streamline operations and drive consistent results
Define and track key performance indicators (KPIs) to measure the effectiveness of sales enablement and business development programs. Provide regular reports and analysis to senior management to highlight successes, areas for improvement, and actionable insights to drive revenue growth
Lead, mentor and motivate Business Development Officers Associates and Specialists to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
Communicate decisions, priorities and relevant information to team members effectively
Support budget management, planning and expenditure
Perform other duties as assigned