Head of Financial Institutions Group Leader

1 week ago


Chicago, Illinois, United States Performance Trust Full time
Job Title: Head of Financial Institutions Group

We are seeking a seasoned leader to head our Financial Institutions Group (FIG), a key area of focus for Performance Trust. The successful candidate will have a proven track record in FIG, advisory/consultative sales, or related markets, with a strong leadership style and ability to drive growth.

Key Responsibilities:
  • Lead and empower team leaders and teams based on data-driven decision-making.
  • Contribute to the evolution of FIG and identify opportunities for growth within FIG and adjacent markets or ventures.
  • Drive expansion of FIG, identify new revenue streams, and participate in strategic planning and execution.
  • Hold or quickly obtain FINRA SIE, Series 79, 7, and 24 licenses.
  • Supervise and maintain regulatory good standing for the group.
  • Effectively balance feedback, consensus-building, and entrepreneurial methods.
  • Develop and implement a strategic revenue generation plan, aligned with the company's overall goals.
  • Build and foster high-performing teams.
Requirements:
  • Proven experience in FIG, advisory/consultative sales, or related markets.
  • Strong leadership skills with a focus on data-driven decision-making.
  • FINRA SIE, Series 79, 7, and 24 licenses (or ability to quickly obtain).
  • Experience in strategic planning and execution.
  • Track record of successfully driving revenue growth.
  • Excellent communication and interpersonal skills.

We welcome candidates who are passionate about driving success in the Financial Institutions Group and contributing to the continued growth and evolution of our team and organization.



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