Regional Licensed Platform Sales Manager

First Citizens Wealth; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

First Citizens Bank seeks a seasoned sales leader to drive the Licensed Platform Sales Program in the Raleigh area. You will partner with regional executives to optimize branch coverage, grow revenue, and deepen client relationships through holistic discovery and tailored financial solutions.

Responsibilities include program management of licensed associate programs, sales coaching, and cross‑bank relationship development.

Qualifications

• Bachelor's degree required; 6+ years in Securities Sales or Sales coaching incl. supervisory role preferred.
• Licensed platforms require Series 7/63/65/66, 24 or 9/10 and state life/health insurance licenses.

Responsibilities

• Program Management: drives the licensed associate program, coverage, and performance tracking while ensuring compliance.
• Sales Coaching: trains associates on holistic discovery, client needs, and cross-sell opportunities to increase profitability.
• Relationship Development: builds and maintains partnerships across retail, business banking, and corporate teams to boost collaboration and revenue.
• Reporting: provides clear, actionable performance metrics to leadership.

Skills

Securities sales knowledge

Sales coaching

Relationship building

Leadership

Travel up to 60%

Education

Bachelor's Degree

High School Diploma or GED

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
This position supports the success of the Licensed Platform Sales Program. Leads the integration of platform associates in their respective areas to ensure appropriate branch coverage. Partners with sales executives on strategies that increase production and overall revenue. Builds strong, productive partnerships across the regional bank and with corporate partners. Provides coaching and leadership to associates across the area on enhancing holistic discovery conversations, expanded client relationship deepening, and partner referrals.

Responsibilities

• Program Management - Facilitates the success of the Bank's licensed associate programs. Integrates associate placement and coverage, and provides advice on additional coverage needs. Assists leadership in tracking performance trends of individual contributors as well as sales teams. Achieves regional sales objectives and partnership goals. Ensures compliance throughout activities with all applicable policies and procedures.
• Sales Coaching - Ensures licensed associates and their teams have the training, development, and resources needed to increase profitability and production. Coaches on methods of holistic discovery to identify client needs offer financial solutions. Provides one-on-one mentorship and performance assessments for associates.
• Relationship Development - Builds strong relationships with leaders, associates, and lines of business. Facilitates productive partnerships between retail, business banking, and corporate partners. Leverages relationships to influence performance and educate on best practices.
• Reporting - Ensures sales leaders are provided with clear, effective communication on program results and associate activities. Reports on sales performance, trends, and other metrics that facilitate targeted business strategies.

Qualifications

Bachelor's Degree and 6 years of experience in Securities Sales or Sales coaching including supervisory OR High School Diploma or GED and 10 years of experience in Securities Sales or Sales coaching including supervisory of licenesed Bankers preferred.
License or Certification Type: Possess valid Series 7, 63, 65 or 66, 24 or 9/10 and state-specific life and health insurance licenses Required, Possess valid driver's license Required, Ability to travel within the supported area up to 60% of the time in personal mode of transportation Required Skill(s): Knowledge of securities and insurance products and sales

Benefits

• Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.