Wealth Regional Market President

First Financial Bank•Hamilton, OH

20h•$175,000 - $190,000

About The Position

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Regional Market President is responsible for driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market while creating strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group. Establish sales goals, define and manage to success formulas, coach and educate business partners. Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback. Develop and implement sales strategies specific to assigned markets. Implement and maintain necessary systems infrastructure to support Wealth and Private Client facing associates including group email, telephone/call center, support case tracking and other technologies. Become proficient within our systems to provide support to the team. Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates. Leverage strengths and understand and identify gaps in performance. Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions. Deliver on implemented KPI’s with a focus on continual improvement to enhance the internal and external client experience.

Requirements

Bachelor’s degree in Business or other related field of study
Minimum of 10 years Financial Services experience
Technically sound with demonstrated knowledge and understanding of servicing Wealth and Private Clients and investment management client needs, operational processes and key systems needed to support the Wealth client
Knowledge and understanding of key performance metrics
Relevant experience in managing sales and client service teams
Ability to achieve high level results while adhering to Enterprise Risk Management (ERM)

Nice To Haves

Outstanding leadership and collaborative qualities
Master’s degree in Business preferred
Advanced designation such as CFP® or ChFC® preferred

Responsibilities

Driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market
Creating strong collaboration with business partner leaders to grow Yellow Cardinal Advisory Group
Establish sales goals, define and manage to success formulas, coach and educate business partners
Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback
Develop and implement sales strategies specific to assigned markets
Implement and maintain necessary systems infrastructure to support Wealth and Private Client facing associates including group email, telephone/call center, support case tracking and other technologies
Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates
Leverage strengths and understand and identify gaps in performance
Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions
Deliver on implemented KPI’s with a focus on continual improvement to enhance the internal and external client experience