Director of Wealth Market Development

Trustmark; Birmingham (AL); Híbrido; USD 150 000 - 230 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Comprehensive benefits

401k with company match

Tuition reimbursement

Resumo da oferta

Trustmark is seeking a Director of Wealth Market Development to lead a client-facing Wealth Advisory team, shaping sales strategies and revenue growth. This senior role represents Trustmark Wealth as a market leader to expand brand recognition and develop scalable, profitable delivery models.

You will recruit and develop the Advisory team, drive a scalable growth plan for Wealth Management, align client experience with business development, and collaborate across Wealth leadership to meet

Qualificações

• 12+ years in Wealth Management sales and service.
• Proven track record of sales production and leadership in wealth management.
• Strong judgment and decision-making to guide teams.

Responsabilidades

• Crosstrain, lead and develop team of associates to promote productivity and contribute to strategic goals.
• Develop and execute a scalable growth plan to grow Wealth Management AUM and services.
• Lead market sales and revenue strategies through new client acquisition and retention of existing clients.

Conhecimentos

Leadership

Team Leadership

Strategic Planning

Relationship Building

Communication

Collaboration

Fiduciary Responsibility

Formação académica

Bachelor's Degree in Business

Graduate Degree in Business

Descrição da oferta de emprego

The Director of Wealth Market Development is responsible for sales strategies and revenue growth through leading a client facing/sales production Wealth Advisory team. This role represents Trustmark Wealth as a senior leader within the company to expand brand recognition and develop market growth strategies and new business opportunities. The Director of Market Development is responsible for defining and deploying the wealth planning delivery model internally and externally, through the design of a scalable, efficient, and profitable business model. This role leads, oversees and collaborates with other Wealth leadership to pursue thoughtful deliverables and processes for the client experience and business development functions of Wealth.

Responsibilities:

• Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall contribution to strategic organizational goals.
• Develop and execute a growth plan that is scalable to grow Wealth Management AUM and provide comprehensive Wealth services.
• Accountable for an overall market sales and revenue goal strategies that should be met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base for other Wealth Management solutions.
• Lead the development of the Wealth message and sales strategies to grow Wealth revenue.
• Responsible for the recruitment, development, and retention of a highly performing Wealth Advisory team to accomplish growth objectives and high client service.
• Responsible for direct oversight of the Advisory team as it relates to meeting service and activity targets beyond new business production, including the number of internal and external referrals and COI development.
• Ensure pricing discipline and profitability on fiduciary client relationships together with business unit managers and explore new business opportunities that align with Wealth objectives.
• Maintain a high level of visibility within the company to educate and bring brand awareness with an expectation of high professionalism and integrity.
• Serve on Wealth committees assigned.
• Associates are expected to perform all additional duties as assigned.

Qualifications

• Bachelor's Degree In a business-related field and 12 concurrent years of Wealth Management sales and service experience; or Graduate Degree In a business related discipline and 10 concurrent years of Wealth Management sales and service experience.
• Proven track record of excellence in sales production and/or management within a wealth management business.
• Sound judgment and ability to make decisions and guide others to fulfill decision requirements.
• Exceptional interpersonal and interdepartmental collaboration and communication skills.
• Strong in relationship-building, and strategic thinking skills
• Commitment to integrity, fiduciary responsibility, and client-first service
• Propensity to achieve high client service levels.
• Interpersonal and interdepartmental collaboration and communication skills.

Preferred Qualifications:

• Master’s Business Administration, Juris Doctorate or other advanced degree.
• CWS, CFP, CTFA, or CPA

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

What You Gain at Trustmark (Compensation & Benefits)

• Comprehensive benefits including medical, dental, vision, long-term disability, and life insurance
• 401k (with up to 6% company match)
• Tuition Reimbursement (must meet eligibility requirements)

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)