Area Investment Manager Position Available In Orange, Florida

Job Description:

GENERAL FUNCTION

The Area Investment Managerprovides direction and strategy for the Brokerage sales activitieswithin a specific area, which is comprised of the branches within adesignated affiliate or group of affiliate banks. TheAreaInvestmentManager is responsible for adherence to regulatoryand Bancorp policies and procedures for the assigned affiliate(s).Responsible for flawless execution of Bancorp and area salesstrategies, sales performance, and sales management for theassignedarea. Directs the activities of Retail Brokerage staff in theassigned area.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Develops Partnerships with the Retail and PCG leadership teams inthe assigned area.
• Implements the Securities sales strategy to grow revenue andincrease market share.
• Manages the Retail Brokerage staff in the area, assigns salesterritories, and monitors sales expenses.
• Implements service and quality standards to retaincustomers.
• Works with the Regional Investment Manager and Fifth ThirdSecurities finance to set appropriate revenue and asset managementgrowth goals for assigned area.
• Typically involved in negotiating and closing sales with thelargest and/or most important clients and prospects.
• Administers applicable compliance programs; correspondencereviews, suitability reviews, office visits, etc.
• Responsible for management sales reporting; ensures that reportsare accurate and that they are effectively utilized to educate andcoach staff.
• Works closely with senior management in developing annualmarketing plans and budgets for the assigned region and indirecting staff to achieve desired plans andobjectives.
• Contributes to the development and directs the implementation ofannual marketing programs for the assigned area, and submitsrecommended plan(s) to senior management.
• Represents the organization within the assigned area inrelationships with major clients, industry organizations, and otherkey outside parties.
• Maintains a high level of knowledge about investments and othertrust products; functions as a product menu expert for the assignedarea in order to educate staff to fully utilize all productofferings to best support the sales strategy and needsoftheclient.
• Constantly coaches the Retail Brokerage staff to improve salesperformance and customer retention, and execute defined strategiesin the area.
• Effectively executes performance management/improvement actionsto ensure the area is staffed with the right talent required tomeet strategic revenue objectives.

SUPERVISORY RESPONSIBILITIES

Manages the Retail Brokerage staffingthe assigned area. Responsible for providing employees timely,candid and constructive performance feedback; developing employeesto their fullest potential and providechallengingopportunities thatenhance employee career growth; developing the appropriate talentpool to ensure adequate bench strength and succession planning;recognizing and rewarding employees foraccomplishments.