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Director of Wealth Management Sales Leadership
2 months ago
The Director of Wealth Management Sales is a key leadership position responsible for driving the growth and development of the wealth management division. This role ensures the success of the wealth, financial planning, and financial advisory aspects of the business line.
Key Responsibilities- Lead a team of professionals in a customer-centric culture to excel in a fast-paced environment.
- Develop and execute effective wealth management strategies to acquire, deepen, and retain wealth clients.
- Collaborate with business line leaders to identify consumer and business investor needs, onboard new clients, and develop strategies for effective follow-up and cross-sales.
- Manage and coordinate with various leaders of the division to create consistent client engagement and sales behaviors for all positions across the Wealth division.
- Bachelor's Degree in Business, Finance, or a related field, or equivalent experience.
- Advanced degree (J.D. or MBA) preferred.
- 10 or more years of experience in financial services, sales/relationship development management, advanced designations, and/or preparatory work or guidance may sometimes be assessed in lieu of experience.
- Preferred licensing and experience with Insurance, 6/63, SIE, 7, and supervision.
- Preferred Certified Financial Planner (CFP) or additional professional certifications.
- Minimum of 10 years of experience leading teams with demonstrated success coaching and motivating team members.
- Business insight
- Cultivates innovation
- Drives results
- Makes sound decisions
- Being a brand champion
- Collaborates
- Communicates effectively
- Customer focus
- Being Authentic
- Emotional Intelligence
- Self-development
- Being flexible and adaptable
Midland States Bank is an Equal Opportunity and Affirmative Action employer. We recruit, employ, train, compensate, and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at .
