Consumer Investments Performance Manager

Jobtailor; Arizona; On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in the United States (Arizona) is seeking a senior-level leader to drive client relationship management and sales performance across financial solutions platforms. You will coach high-performing teams, develop strategic sales plans, and collaborate with partners across GWIM, Small Business, and Home Loans to deliver results.

The role requires coaching, advanced licenses, and a track record of performance improvement in financial services, with an emphasis on relationship building and

Qualifications

• 3+ years leading, coaching, and managing high-performing sales teams within the financial services industry.
• Proven track record of coaching and improving performance in others.
• Proven ability to drive integration across products and drive results through superior delivery and sales management.
• Ability to proactively build trusted relationships with key partners and clients.
• Ability to be a change agent in a fast-paced environment.
• Experience building client-minded sales strategies impacting the business line.

Responsibilities

• Create competitive performance plans to achieve and exceed objectives.
• Provide timely feedback on Client Experience and market strategy opportunities.
• Analyze trends to identify opportunities to deepen client relationships.
• Apply talent analytics to hiring, resource planning, performance management, and top talent retention.
• Support client relationship care training to improve banker performance.
• Lead routines with region and market-level partners across lines of business.

Skills

Coaching High-Performing Sales Teams

Client Relationship Management

Effective Communication

Change Management

Strategic Sales Planning

Relationship Building

Education

High School Diploma or equivalent

Tools

Series 7 License

Series 66 License

Series 8 License

Series 9 License

Series 10 License

Series 24 License

Series 53 License

Job description

• Create competitive performance plans to achieve and exceed market objectives
• Provide timely feedback to the Market Manager on Client Experience and market strategy opportunities
• Analyze and share trends to identify opportunities to deepen client relationships
• Apply talent analytics to hiring, resource planning, performance management, and top talent retention
• Support client relationship care training to improve banker and specialist performance
• Gather associate feedback and customer insights on messages, offers, merchandising, and collateral
• Lead and/or participate in routines with region and market-level partners across lines of business
• Drive day-to-day integration with GWIM, Small Business, and Home Loans teams
• Meet virtually or in person to observe center-based Financial Solutions Advisor activities
• Meet with division leaders and coach as needed
• Monitor reporting and identify gaps and opportunities
• Support onboarding, training, and continuing education of Financial Solutions Advisors
• Reinforce compliance and supervision and provide risk management support
• Support leaders in implementing performance management strategies, including reward and recognition mechanisms
• Demonstrate managerial responsibilities including inclusion, process and data management, enterprise communication, risk management, people coaching, financial stewardship, talent leadership, and business outcomes

Requirements

• Series 7 and Series 66 licenses
• Supervisory licenses: Series 8, or Series 9 and 10 combined, or Series 4, 24, and 53
• 3+ years leading, coaching, and managing high-performing sales teams within the financial services industry
• Proven track record of coaching and improving performance in others
• Proven ability to drive integration across products and drive results through superior delivery and sales management
• Ability to proactively build trusted relationships with key partners and clients
• Ability to be a change agent and work in a fast-paced environment
• Experience building effective client-minded sales strategies that impact the business line
• Ability to communicate strategic business plans and tactical sales goals clearly and effectively at all levels
• High School Diploma / GED / Secondary School or equivalent
• Ability to work first shift, 40 hours per week

Core Competencies

Demonstrates expertise in talent analytics, performance management, and client relationship strategies within the financial services industry. Proven ability to lead and coach high-performing sales teams while driving integration and achieving business outcomes.

Highest-signal resume keywords

• Series 7 License
• Series 66 License
• Supervisory Licenses
• Coaching High-Performing Sales Teams
• Client Relationship Management

Hard Skills

• Talent Analytics
• Performance Management
• Sales Strategy Development
• Risk Management
• Data Management

Soft Skills

• Effective Communication
• Change Management
• Relationship Building
• Coaching and Mentoring

Certifications & Qualifications

• Series 8 License
• Series 9 License
• Series 10 License
• Series 4 License
• Series 24 License
• Series 53 License

Industry Keywords

• Financial Services
• Client Experience
• Sales Management
• Performance Improvement
• Market Strategy