Managing Director, Sales and Strategy

United Community Bank • Greenville, SC

56d

About The Position

United Community is seeking a Managing Director, Sales & Strategy to join our dynamic Wealth executive team. In this role, you will lead the coordination of sales and marketing activities while driving innovation in investment management and fiduciary services. Your strategic vision will fuel revenue growth, advisor development, product launches, and geographic expansion.

Requirements

• 10+ years of experience in wealth and fiduciary management.
• Proven track record in investments and trust administration.
• Demonstrated success in sales management and advisory services.
• Bachelor's degree required.

Nice To Haves

• Advanced degree or professional designations (MBA, CFA, CFP).
• Strong leadership and team development experience.

Responsibilities

• Strategize & Innovate: Develop and implement advanced sales management practices, investment products, and wealth planning services.
• Lead & Inspire: Recruit, mentor, and manage a team of top-tier advisors in fiduciary sales and wealth planning.
• Collaborate & Grow: Partner with internal teams to design marketing and sales strategies that enhance brand awareness and drive growth.
• Evaluate & Optimize: Maintain pricing discipline on fiduciary client relationships and identify new business opportunities aligned with organizational goals.
• Engage & Influence: Serve on Trust Administration and Asset Management Committees, shaping policies and procedures.
• Stay Ahead: Monitor market trends and economic conditions to inform investment and fiduciary decisions.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 1,001-5,000 employees