The Sales Manager, Wealth Management, will play a crucial role in representing our company and fostering strong relationships with high-level executives at partner organizations. This position requires a strategic thinker who can effectively communicate and collaborate to drive business growth.
Responsibilities:
- Represent company and communicate effectively with high position persons at partners to keep good relationship and grow business
- Determine the center of influence of each partner and develop a plan to reach out to them to pushing sales
- Execute strategies and tactics to achieve sales targets with bank and non-bank partners.
- Provide daily support and outstanding service to bank and non-bank partners and develop strong relationships with all levels within those organizations to develop Company’s business.
- Track and measure weekly, monthly, quarterly and annual sales performance; take corrective action as required to ensure sales remain on track
- Develop and deliver product and sales training and ongoing coaching to partner sales staff.
- Work with the Retail Business Development team to develop and execute sales incentive programs, and promotional campaigns to generate sales.
- Manage and promptly resolve any conflicts between channels and partners to avoid any disruption to business.
- Recruit, train, manage and ensure productivity of partnership and direct Sales Relationship Managers.
- Accompany and support staff members to guarantee business success and operations operate smoothly
- Promote a culture of teamwork, provide coaching and constructive feedback to improve capacities, image and career path of direct reports.
- Assess and implement the direct sales channel.
- Develop network of advisors/consultants who can sell Company’s products on a success-basis.
- Manage any potential risk and efficiently oversee the sales process
- Effectively collaborate with internal departments and actively exchange concepts to improve sales processes.
- Other duties are assigned.