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Director of Wealth Management Sales
2 months ago
We are seeking a highly skilled and experienced Sales Director for our Wealth Management division. As a key member of our leadership team, you will be responsible for leading all sales, service experience, and human capital aspects of the wealth management division.
Key Responsibilities- Lead a team of professionals in a customer-centric culture to excel in a fast-paced environment.
- Complete coaching and feedback sessions as needed and appropriate to development plans and succession management.
- Identify high-potential employees for advanced training and development opportunities.
- Effectively manage poor performers.
- Recruit, lead, and develop Financial Advisors, Wealth Advisors, Client Service Associates, and Retirement Planning Services talent to engage in business development, retention, and deepening.
- Design, implement, and grow a Branch-based and Virtual / Remote Advisory business model and team.
- Collaborate with Wealth Executives to design, implement, and gain usage traction on self-directed and hybrid investing technology and solutions.
- Lead the sales growth process by monitoring and setting sales goals to achieve growth and revenue and profitability targets for wealth management.
- Actively call, prospect, and develop high-value prospects and clients of the Bank to market trust and investment management services.
- 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.
- Coaching experience leading team-based affluent and emerging affluent advisors, and associates/assistants.
- Sales-oriented, friendly, and persuasive personality.
- Professionalism, ethics, and courtesy in dealing with customers and bank employees.
- Effective communicator and engagement catalyst.
- Self-starter, energetic, assertive, curious, innovative, growth-focused.
- Deep knowledge of investment products.
- Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
- Excellent organizational and time management skills.
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
We offer a comprehensive compensation package, including a competitive salary, bonus, and benefits. Our Total Rewards program includes comprehensive healthcare, well-being benefits, paid family leave, and generous paid time off. We also offer banking perks, an Employee Stock Purchase Plan, 401K plan with company match, and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan.
About UsAt Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other, and our company. We're proud to be an Equal Opportunity and Affirmative Action employer.