Managing Director, Sales & Strategy

United Community

Greenville (SC)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Job summary

Join a leading company as the Managing Director of Sales & Strategy, where you'll lead sales and marketing efforts while developing innovative investment management products. This executive role requires a strategic vision to drive growth, mentor top-tier advisors, and collaborate on impactful strategies. Ideal candidates have extensive experience in wealth management and proven success in sales leadership.

Qualifications

10+ years in wealth and fiduciary management.
Proven track record in investments and trust administration.
Success in sales management and advisory services.

Responsibilities

Develop and implement innovative sales management practices.
Recruit, lead, and mentor a team of advisors.
Collaborate on marketing and sales strategies for growth.

Skills

Interpersonal skills

Analytical skills

Sales acumen

Presentation skills

Negotiation skills

Education

Bachelor’s degree

MBA

CFA

CFP

Job description

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About The Role

Join our dynamic Wealth executive team as the Managing Director, Sales & Strategy. You'll lead the charge in coordinating sales and marketing activities while developing innovative products and services for investment management and fiduciary services. Your strategic vision will drive revenue growth, advisor development, product launches, and geographic expansion.

What You’ll Do

Strategize & Innovate: Develop and implement cutting-edge sales management practices, investment management products, and wealth planning services.
Lead & Inspire: Recruit, lead, and mentor a team of top-tier advisors in fiduciary sales and wealth planning.
Collaborate & Grow: Work with internal partners to craft marketing and sales strategies that boost brand awareness and drive growth.
Evaluate & Optimize: Ensure pricing discipline on fiduciary client relationships and explore new business opportunities that align with our objectives.
Engage & Influence: Serve on the Trust Administration and Asset Management Committees, shaping policies and procedures.
Stay Ahead: Keep abreast of market trends and economic conditions to inform investment management and fiduciary decisions.

Experience

What We’re Looking For:

10+ years in wealth and fiduciary management.
Proven track record in investments and trust administration.
Success in sales management and advisory services.

Education

Bachelor’s degree required.
Advanced degree or designations (MBA, CFA, CFP) preferred.

Required Skills

Exceptional interpersonal skills to represent our bank positively.
Strong analytical, verbal, written, and communication abilities.
Effective sales acumen, presentation, and negotiation skills.

Preferred Skills

Advanced degree or designations such as MBA, CFA, or CFP.

Supervisory Responsibility: Lead and develop a team, ensuring their growth and performance.

Work Environment: Be prepared for occasional evening and weekend work.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Seniority level