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Senior Wealth Management Consultant

2 months ago

Houston, Texas, United States Support Full time
Welcome
We invite you to discover the exceptional culture, dedicated individuals, and rewarding opportunities that define our organization. Make your next career decision a confident one.
Position Qualifications
Bachelor's degree from an accredited institution
10 years of experience in sales related to personal trust, investment, or financial products
5 years of experience in developing and executing sales and marketing strategies
Securities 7 License
Job Description

The Vice President of Wealth Solutions will play a crucial role in the success of the Wealth & Institutional Management division by cultivating and managing a high-performing portfolio of clients and ensuring the success of client relationships.

What We Offer
Comerica Funded Retirement Plan and 401(K) Matching
Paid Time Off (PTO)
Employee Stock Purchase Plan
Paid Holidays, Floating Cultural Holiday
Medical, Dental, Vision, Life Insurance
Flexible Work Schedules
Parental Leave and Adoption Assistance programs
Community Volunteer Opportunities
Recognitions
Top 50 Diversity Company by Diversity Inc.
Global 100 for Most Sustainable Corporations
Position Competencies
Successful candidates are proactive, possess strong banking knowledge, build peer relationships, negotiate effectively, demonstrate innovative management, are customer-oriented, and are results-driven.
Position Responsibilities:
Sales Management
Achieve annual new business fee targets by developing and coordinating a tailored marketing strategy for the assigned market; organize and conduct investment management, estate planning, and trust seminars to identify potential clients.
Design and implement the sales process by aligning specialists with clients; mentor selected specialists throughout the process; and ensure that the sales process remains on track and on schedule.
Attract new clients and retain existing ones by creating marketing materials, presentation plans, and strategies. Follow up on all sales leads and inquiries.
Build a robust network by engaging in community events and organizations to enhance visibility and support business development.
Be recognized as an advisor by serving as a resource speaker for relevant activities.
Client Management
Identify client needs through meetings to review financial backgrounds, family dynamics, investment goals, and financial planning; actively listen, profile, and gather information to evaluate client needs and objectives.
Assess opportunities and propose alternatives and solutions to fulfill client requirements.
Secure client commitment and manage asset collection.
Effectively transition the client relationship to the relationship manager by remaining involved until the relationship is firmly established.
Demonstrate expertise by collaborating with the client's external advisors and setting the groundwork for future sales opportunities.
Account Management
Oversee the preparation of new account documentation by ensuring efficient and thorough documentation processes.
Effectively manage issues by navigating internal challenges to find optimal solutions for clients; coordinate with the appropriate service providers and address service-related concerns as necessary.
Work Hours
8am - 5pm
Work Environment
Category C - Days in the office will vary from 2-5 days per week
About Us
We recognize that our employees are vital to our overall success and are committed to investing in their future. Our comprehensive Total Rewards package is designed to acknowledge and reward individual performance while supporting health, well-being, development, and security for our colleagues and their families.
Total Rewards
Our offerings include cash compensation, development opportunities, and flexible benefit programs tailored to meet individual needs today and in the future. Your salary will reflect your experience, and our programs are regularly reviewed to maintain competitiveness.
We are proud to provide benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. Eligible family members can participate in medical, dental, and vision benefits, 401(k) and pension plans, and income protection benefits.
We also offer various time-off programs for vacation, sick leave, disability, and parental leave. Eligibility for some programs may vary based on employment status and tenure.
NMLS Certification Requirement:
Where applicable, a favorable background check, credit check, fingerprint check, and NMLS certification are required in accordance with the SAFE Act.
We are an Equal Opportunity Employer, committed to workplace diversity.