Job Description
**Overview:**
Directs sales management over a retail market; designing, marketing, and implementing strategies to promote business and securities sales for assigned geographic region retail markets. Helps drive key components of sales and personnel development, training, and sales reporting. Assists in attracting and recruiting Financial Advisors for the region.
**Primary Responsibilities:**
+ Manage the Affluent Market sales function for assigned geographic region’s retail markets. Provide direct supervision to the sales team through the coordination of sales initiatives.
+ Serve in a liaison capacity with other Bank departments to ensure consistent development of all sales initiatives.
+ Provide support regarding training and Advisor development, creating a motivating environment and recognizing the success of employees.
+ Monitor and ensure the region completes required regulatory and compliance training.
+ Network within centers of influence s...
Directs sales management over a retail market; designing, marketing, and implementing strategies to promote business and securities sales for assigned geographic region retail markets. Helps drive key components of sales and personnel development, training, and sales reporting. Assists in attracting and recruiting Financial Advisors for the region.
**Primary Responsibilities:**
+ Manage the Affluent Market sales function for assigned geographic region’s retail markets. Provide direct supervision to the sales team through the coordination of sales initiatives.
+ Serve in a liaison capacity with other Bank departments to ensure consistent development of all sales initiatives.
+ Provide support regarding training and Advisor development, creating a motivating environment and recognizing the success of employees.
+ Monitor and ensure the region completes required regulatory and compliance training.
+ Network within centers of influence s...