Wealth Regional Market President

Wealth Regional Market President at MBS Professional Staffing Wealth Regional Market President at MBS Professional Staffing in Fairfield, Ohio Posted in 4 days ago.

Type:

full-time

Job Description:

About the Role The Wealth Regional Market President is responsible for driving outstanding sales generation and client service through managing, coaching, and guiding Wealth Advisors, Private Client Bankers, and Wealth Associates in a defined market while creating strong collaboration with business partner leaders.

Responsibilities:

Establish sales goals, define and manage to success formulas, coach and educate business partners. Routinely assist on pre-call planning, client/prospect appointments and post-call debriefs to provide outstanding real-time coaching and feedback. Develop and implement sales strategies specific to assigned markets. Implement and maintain necessary systems infrastructure to support Wealth and Private Client facing associates including group email, telephone/call center, support case tracking and other technologies. Become proficient within our systems to provide support to the team. Provide leadership and direction to the Wealth Associates who provide day to day support to client facing associates. Leverage strengths and understand and identify gaps in performance. Provide development opportunities for staff to align with their career goals and develop a bench strength for key positions. Deliver on implemented KPI's with a focus on continual improvement to enhance the internal and external client experience.

Qualifications:

Bachelor's degree in Business or other related field of study. Minimum of 10 years Financial Services experience. Technically sound with demonstrated knowledge and understanding of servicing Wealth and Private Clients and investment management client needs, operational processes and key systems needed to support the Wealth client. Knowledge and understanding of key performance metrics. Relevant experience in managing sales and client service teams.