Key Private Client Wealth Market Leader

About the role

The Wealth Market Leader is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The position requires an aptitude for recruiting, training, coaching, development, and retention of sales staff, as well as the development and maintenance of partner relationships.

Responsibilities

• Annually attain a Sales Volume Goal through the sales practices of Private Client Advisors and Private Client Bankers.
• Ensure goal attainment via training, coaching, and development of all producers for goals-based planning, profiling, product selection, and securing the business; management and delivery of products across the investment platform.
• Develop and maintain important relationships, including Retail Bank Leaders, Retail Branch Employees, Business Banking partners, and internal departments such as Investment Program Administration and Marketing.
• Develop action plans for direct reports and for the assigned territory.
• Coach Private Client Advisors to grow their books of business, with a focus on advice and planning within the Mass Affluent client segment, lead lists, and closing on referrals.
• Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn core bank products to coach referrals back to the Retail Bank.
• Coach Private Client Advisors to engage licensed and non-licensed branch personnel to identify investment referral opportunities from new and existing bank clients.
• Stay abreast of bank-based investment industry trends and product offerings, securities markets, and participate in ongoing education to learn about products applicable to the bank-based market space.
• Attend training where appropriate.

Requirements

• Minimum 5–10 years of industry sales management experience.
• Bachelor’s degree preferred.
• Series 7, 24, and 66 licenses; Life & Health Insurance licenses required.
• Ability to use standard office equipment, proprietary financial services systems, and Microsoft Office.
• Demonstrated ability to motivate others and influence performance results.
• Broad knowledge of the characteristics and needs of clients and partners within the bank-based investment market space.
• Proven track record of successful recruiting, training, development, coaching, and overall management.

Pay

Base salary range: $112,000 – $210,000 annually. Placement within the range may vary based on skills, experience, and geographic location. Eligibility for incentive compensation including production, commission, and/or discretionary incentives. Additional eligibility for short-term and deferred incentive compensation subject to individual and company performance.