Regional Manager
1 month ago
- Cincinnati, OH 45202 (Downtown – On-site)
- Set sales objectives, establish success criteria, and provide coaching and education to business partners.
- Offer real-time guidance and feedback by actively participating in pre-call planning, client/prospect meetings, and post-call discussions.
- Devise and execute sales strategies tailored to assigned markets.
- Implement and manage essential systems infrastructure supporting Wealth client interactions, including email groups, telephone services, and support tracking technologies.
- Keep updated on industry trends, competitive advantages, and technological advancements.
- Provide leadership to Wealth Associates, fostering their growth and identifying areas for improvement.
- Drive performance excellence by meeting Key Performance Indicators (KPIs) and continually enhancing the client experience.
- Bachelor’s degree in Business or a related field.
- Minimum of 10 years of experience in Financial Services.
- Proficient in Wealth and investment management operations, processes, and systems.
- Experience managing sales and client service teams, achieving high-level results
- Capable of achieving high results while adhering to enterprise Risk Management (ERM)
- Excellent leadership and collaborative qualities
- Master's degree in Business
- CFP or ChFC designation
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