Job Description

Overview This position provides sales leadership and strategic direction to the Wealth Management organization across the assigned region. Designs and implements strategies that increase sales, improve service quality, and manage employee performance. Drives regional vision and new business development. Responsible for risk, compliance, and financial management of the region. Establishes strong partnerships focused on internal collaboration to accomplish organization and divisional goals.

#LI-MP1

Responsibilities Sales Strategy - Manages a consistent client experience across all segments including Private Banking, Asset Management, Trust, Brokerage and Insurance. Implements market strategies to capture high net worth and mass affluent households build across the Bank's Wealth Management brand. Leads regional client acquisition and retention efforts. Utilizes defined sales processes, goals, and performance metrics to drive revenue production. Regional Oversight - Responsible for regional financial performance through growth strategies, expense efficiencies, budget management, and sales performance accountability. Collaboration - Establishes and maintains effective, collaborative partnerships focused on internal partnering with area, regional, and Wealth leadership. Risk Management - Manages risks associated with the Bank's offerings by following appropriate policies and procedures, implementing training plans and monitoring compliance performance of management team. Assesses risks associated with new business acceptance, asset management, regulatory compliance, and ongoing service. Qualifications Bachelor's Degree and 10 years of experience in Sales investment advisory and planning skills in a client facing environment OR High School Diploma or GED and 14 years of experience in Sales investment advisory and planning skills in a client facing environment Required: License or Certification Type: Possess valid Series 6 or 7, 65 or 66, and 9, 10, or 24 licenses Preferred: CFP designation. Skill(s): Ability to anticipate changing market conditions, Knowledge of financial industry regulations The base pay for this position is generally between $310,000 and $350,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at #J-18808-Ljbffr First Citizens

Job Tags

Similar Jobs