Senior Manager of Wealth Management Sales and Strategy
2 weeks ago
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Asia markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.OverviewWe are seeking for a position of Sr. Manager of WM Sales & Strategies to join our Wealth Management group. This position will plan a crucial role in supporting the development of business strategies across the wealth management group. It will be expected to bring thought-leadership, insight and intellectual curiosity to the team and to explore strategies for maximizing business opportunities for the group. As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.ResponsibilitiesResponsible for coaching and developing Licensed Bank Employees.Responsible for increasing the pipeline of qualified referrals. Provide frequent and accurate funding projections and ensure monthly goals are achieved.Provide leadership in driving the performance of the branches by working directly with Regional Managers, Branch Managers and business partners across various business units and product types to improve referral process efficiency with focus on developing and enhancing cross sell culture.Collaborate with business partners to develop, communicate and implement effective campaign/program strategy for the branches.Provide consistent and regular training and development opportunities for Licensed Bank Employees to incorporate best practices across branch network.Responsible for integrating sales strategy and service strategy, and the customer experience into retail bankingPerform other duties as required and assignedQualificationsBachelor’s in finance, Economics or a related field required; MBA preferred10+ years of relationship management experience; 5+ years of leadership or management experienceLeadership and management experience will be determining factors in selection. Successful candidate will be articulate and possess leadership capabilityExtensive knowledge and understanding of financial services industry including both asset and practice managementStrong analytical skill and problem-solving skill with the ability to research and find the root cause of the problem and able to provide recommendations with solutionsStrong written, verbal and presentation skills with the ability to convey ideas clearly to all levels – executive to front linesAbility to work effectively in a team environment and across all organizational levelsMust be able to take initiative, adaptable, and multi-task to meet deadlines.Flexibility with traveling#LI_MA1CompensationThe base pay range for this position is USD $200,000.00/Yr. - USD $270,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.Job SummaryJob ID: 2023-10197Category: Wealth ManagementPosition Type: Full-Time
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