Registered Performance Manager - Manhattan/NJ Region

About the role

Create competitive performance plans to achieve and exceed market objectives. Provide timely feedback to Market Manager on Client Experience and Market strategy opportunities. Analyze and share trends to identify opportunities to deepen client relationships. Improve workforce effectiveness and productivity by applying talent analytics to hiring, resource planning, performance management, and top talent retention. Support focused client relationship care training to improve banker and specialist performance with effective, professional representation of brand and offerings. Gather associate feedback and customer insights on messages, offers, merchandising, and collateral to improve awareness of offerings and elevate the client experience.

Responsibilities

• Lead and/or participate in routines with region and/or market level partners across LOBs and drive day-to-day integration with these teams (i.e GWIM, Small Business and Home Loans).
• Meet regularly (virtually or in person) to observe center-based Financial Solutions Advisors (FSA) activities, meet with leaders within the division, and coach as needed.
• Monitor reporting and identify gaps/opportunities.
• Support effective on-boarding, training, and continuing education of FSAs.
• Help reinforce compliance, supervision, and provide risk management support for Division and Leadership.
• Support leaders in implementing effective performance management strategies including reward and recognition mechanisms.

Requirements

• Series 7, 66, 9 & 10 (or equivalent) licenses are required.
• Series 7 must be held for a minimum of 3 years.
• Supervisory Licenses of an 8 or (9 and 10 combined) or possess a Series 4, 24, and 53.
• 3+ years leading, coaching, and managing high-performing sales teams within the financial services industry.

Skills

• Proven track record of coaching and improving performance in others.
• Proven ability to drive integration across products and drive results through superior delivery and sales management.
• Proactively builds trusted relationships with key partners/clients.
• Ability to be a change agent and work in a fast-paced environment.
• Experience in building effective client-minded sales strategies which impact the business line.
• Projects enthusiasm, optimism, and determination.
• Communicates strategic business plans and tactical sales goals clearly and effectively at all levels.

Preferred Skills

• Market Leadership experience.
• Performance management experience.

Qualifications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Schedule

1st shift (United States of America), 40 hours per week.