Managing Director, Sales & Strategy

About the position

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.

Responsibilities

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

Requirements

• 10+ years in wealth and fiduciary management.
• Proven track record in investments and trust administration.
• Success in sales management and advisory services.
• Bachelor's degree required.
• Exceptional interpersonal skills to represent our bank positively.
• Strong analytical, verbal, written, and communication abilities.
• Effective sales acumen, presentation, and negotiation skills.

Nice-to-haves

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