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Job Details

Regional Manager for Wealth Management Sales, Maryland

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JOB DESCRIPTION
Job #: 15469
Status: Inactive / Filled
Title: Regional Manager for Wealth Management Sales, Maryland
Job Location: MD-All
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Investments & Securities; Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: Investments; Banking
Base Compensation:
Low: $70,000       High: $70,000
Total Compensation:
Low: $150,000       High: $200,000
Bonus, Incentives, etc.: 40% of first years fees. No threshold to meet. No drawl to payback
Benefits: Expense account, full bank benefits plus 401K, stock purchase plan and more
Overnight Travel: Local Travel Only
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
This is an impact position with high visibility and plenty of room for professional growth. This person leads the region in the company wide goal to develop new fee business and acquire new account relationships for Wealth Management. Income potential is unlimited.
 
Job Description:
This opportunity includes direct sales, community activity, building relationships with high net worth clients, developing external referral sources and continuing to cultivate their internal referral network. You will work closely with the Managing Director of Sales prospecting and developing business for the Fiduciary, Investment, Retirement Plan, Private Banking and Brokerage areas. You will develop marketing strategies, presentations and other sales materials; analyze client and prospect data to identify product opportunities; stay updated on financial markets and trends. Through close client interaction you help clients identify their financial goals and objectives based on a truly personalized portfolio. You will coordinate resources to meet the financial needs of the client in this collaborative team environment. You will have trained product specialists to assist in operations and administration so you can spend your time with clients and prospects. In addition to your own referral network you will have an internal network of over 45 lenders and professional bankers who have incentive goals to refer new customers to you. This is a professional team-oriented environment that encourages both personal and professional growth. We're looking for people who are knowledgeable about investment strategy, sincere about helping people obtain their financial goals, solutions-oriented and supportive. If these traits describe you, then we have an opportunity for you. Company Information: This is a top quality multi-billion dollar Commercial Bank with its own Trust and Investment Management Company. They have been providing Asset Management services for more than a quarter of a century to Retirement Funds, Public Funds, Individuals, Foundations, Endowments and Corporations. They have strong returns and a successful track record of significant growth that offers you an accelerated career path.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: • Passionate about helping people meet their financial goals. • Record of success developing new business with high net-worth individuals, business and institutional clients. • Proven ability to develop and nurture external third party referral sources and internal referral sources. • Have existing professional contacts in the Maryland Market. • A good reputation in the financial services industry. • Basic understanding of trust services and investment management. • Current NASD Series 7 or 63 and 65 licenses. • State Life Insurance License.
 
Preferred Qualifications: Established customers and referral sources in the territory.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: FINRA Registered Rep - Series 7 - Stock Broker
 
Total Years of Experience: 5-6+
 
Years of Experience in Present Position: 1-2+
 
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Last Name:
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