Job Details

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About The Role

Join our dynamic Wealth executive team as the Managing Director, Sales & Strategy. You'll lead the charge in coordinating sales and marketing activities while developing innovative products and services for investment management and fiduciary services. Your strategic vision will drive revenue growth, advisor development, product launches, and geographic expansion.

What You'll Do

• Strategize & Innovate: Develop and implement cutting-edge sales management practices, investment management products, and wealth planning services.
• Lead & Inspire: Recruit, lead, and mentor a team of top-tier advisors in fiduciary sales and wealth planning.
• Collaborate & Grow: Work with internal partners to craft marketing and sales strategies that boost brand awareness and drive growth.
• Evaluate & Optimize: Ensure pricing discipline on fiduciary client relationships and explore new business opportunities that align with our objectives.
• Engage & Influence: Serve on the Trust Administration and Asset Management Committees, shaping policies and procedures.
• Stay Ahead: Keep abreast of market trends and economic conditions to inform investment management and fiduciary decisions.
  
  

Experience

What We're Looking For:

• 10+ years in wealth and fiduciary management.
• Proven track record in investments and trust administration.
• Success in sales management and advisory services.
  
  

Education

• Bachelor's degree required.
• Advanced degree or designations (MBA, CFA, CFP) preferred.
  
  

Required Skills

• Exceptional interpersonal skills to represent our bank positively.
• Strong analytical, verbal, written, and communication abilities.
• Effective sales acumen, presentation, and negotiation skills.
  
  

Preferred Skills

• Advanced degree or designations such as MBA, CFA, or CFP.
  
  

Supervisory Responsibility: Lead and develop a team, ensuring their growth and performance.

Work Environment: Be prepared for occasional evening and weekend work.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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