Wealth Investment Sales Leader

Ocean Bank; Miami (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. The role focuses on driving non-deposit investment product sales, developing financial advisors and referral partners, and strengthening client pipelines while upholding compliant, client-centric practices.

The candidate should bring strategic sales leadership, wealth management expertise, and a track record of recruiting

Qualifications

• Bachelor's degree in business administration, Accounting, Finance, or a related field.
• 8+ years of retail brokerage or wealth management experience.
• 3+ years in a supervisory or leadership role.

Responsibilities

• Lead the investment sales function, including strategy execution, pipeline management, referrals, production goals, and reporting.
• Recruit, develop, coach, and monitor financial advisors, wealth managers, and related personnel.
• Partner with Relationship Managers and compliance teams to identify client opportunities and drive growth.
• Drive growth strategies including advisor recruitment, acquisitions, lift-outs, and partnerships.
• Lead sales meetings, pipeline reviews, and training programs.
• Ensure compliance with regulatory requirements and industry standards.

Skills

Brokerage network

Wealth management

Sales leadership

Relationship management

Regulatory compliance

Client-focused selling

Strategic planning

Coaching and mentoring

Education

Bachelor's degree in business administration, Accounting, Finance, or related field

Tools

CRM systems

Microsoft Office

Broker/dealer platforms

Job description

Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. The role focuses on driving non-deposit investment product sales, developing financial advisors and referral partners, and strengthening client pipelines while upholding compliant, client-centric practices.

The candidate should bring strategic sales leadership, wealth management expertise, and a track record of recruiting