Job Details

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 A...Director, Sales, Strategy, Management, Banking, Business Services