Key skills
LeadershipCommunicationSales
About this role
Role Overview
- Drive divisional sales performance
- Review and report sales activities with sales leaders
- Drive communication, partnership and performance with product and support partner areas
- Manage Client Planning Process
- Drive advisor tool adoption, access to training, systems and product knowledge
- Oversee Client Assignment/Regional migration input
- Supports data integrity efforts
- Advisor Desktop Champion – usage and data accuracy
- Review reporting & dashboard data needs to driving sales progress
- Partner closely with sales leaders to support wholesale and Wealth strategy
- Monitor sales meeting cadences and agenda to ensure adherence
- Proactively identify process efficiencies for the wealth team
- Inspect and help drive consistency in routines and behaviors
- Hub of sales communication and dissemination to division
Requirements
- Bachelor’s degree or equivalent education and related training
- Eight years of experience in a wealth management support role or equivalent job experience
- Strong communication skills, both written and verbal
- Excellent organizational skills and working product knowledge of wealth management
- Strong interpersonal, diplomacy, and sales support skills
- Math aptitude with the ability to grasp general accounting and financial concepts
- Demonstrated ability to independently identify, analyze, and resolve technical problems
- Proven leadership skills and ability to handle multiple priorities under time constraints
- Proficiency in basic computer applications, such as Microsoft Office
- Ability to travel, occasionally overnight
Benefits
- Medical, dental, vision, life insurance
- Disability, accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation
- 10 sick days
- Paid holidays