Senior Wealth Client Services & Sales Lead

Alpine Bank; Glenwood Springs (CO); Sur place; USD 110 000 - 150 000; Plein temps

Résumé du poste

Alpine Bank is seeking a Client Service and Sales Manager to grow and develop a dispersed team of sales officers. The role emphasizes exceptional client service, relationship-based business development, and strategic leadership to expand existing client relationships and drive organic sales growth.

The position requires a Bachelor's degree and 6+ years in wealth management leadership, with CFP/CTFA/CPA/MBA/JD preferred. Expect travel and on-site work across multiple Colorado locations.

Qualifications

• 6+ years leading client relationships in wealth management/trust environments.
• 1+ year of supervisory experience in financial services is a plus.

Responsabilités

• Develop and coach sales officers to deliver outstanding client service and grow client relationships.
• Drive business development strategies and organic sales growth through advisor collaboration.
• Create an inspiring culture with personalized development plans for direct reports.
• Oversee daily client activity and relationship management; escalate to Senior Management as needed.
• Maintain knowledge of regulatory rules and departmental policies to ensure compliance.
• Lead training activities to enhance officers' technical and soft skills; mentor team members.
• Participate in community activities to grow Alpine's brand and reputation.

Connaissances

Leadership

Client relationships

Coaching/Mentoring

Regulatory knowledge

Training and development

Communication

Business development

Collaborative/team leadership

Formation

Bachelor's Degree

CFP/CTFA/CPA/MBA/JD preferred

Description du poste

Alpine Bank is seeking a Client Service and Sales Manager to grow and develop a dispersed team of sales officers. The role emphasizes exceptional client service, relationship-based business development, and strategic leadership to expand existing client relationships and drive organic sales growth.

The position requires a Bachelor's degree and 6+ years in wealth management leadership, with CFP/CTFA/CPA/MBA/JD preferred. Expect travel and on-site work across multiple Colorado locations.