Wealth Sales & Support Leader overseeing sales performance and driving strategic initiatives across Wealth management. Aligning processes and enhancing advisor effectiveness in multiple US locations.
Responsibilities
Drive sales performance and alignment across Wealth and partner business lines
Lead execution of divisional sales strategies
Oversee sales governance routines
Enhance advisor effectiveness through training and tools
Manage Client Planning Process and drive communication
Requirements
Bachelor’s degree or equivalent education
Eight years of experience in a wealth management support role
Strong communication skills, both written and verbal
Excellent organizational skills with working product knowledge of wealth management
Strong interpersonal and sales support skills
Math aptitude related to wealth management concepts
Ability to identify and resolve technical problems
Proven leadership skills and ability to manage multiple priorities
Proficiency in basic computer applications like Microsoft Office
Sales Intern assisting in customer support and business growth through client visits. Tracking orders and managing inventory while providing technical support in Riyadh.
Head of Sales leading B2B enterprise sales operations in Brazil for an ESG data management technology company. Building a structured sales pipeline and engaging with C - level executives.
Wealth Sales & Support Leader driving sales performance, ensuring alignment across Wealth, Wholesale, and partner business lines while enhancing advisor effectiveness.
Sales Assistant maintaining client profiles and assisting sales representatives for Advocate Health. Coordinating tours, meetings, and events within occupational health services.
National Sales Manager leading a sales team to drive revenue for educational software company. Responsible for team performance, recruitment, training, and achieving sales targets with regular travel.
Manager of Sales Enablement optimizing sales performance through collaboration and data insights at HD Supply. Enhancing efficiency and productivity in a hybrid role based in the United States.
Analyst of Infrastructure and Systems managing Salesforce at Evertec. Collaborating on internal system support and process mapping for a leading fintech company in Brazil.
Sales Manager shaping proactive customer engagement in Germany at ab in den urlaub. Managing outbound sales strategies and team performance while ensuring customer satisfaction.
Salesforce Consulting Director at PwC providing consulting services to optimize operational efficiency. Leading teams and mentoring future leaders in Salesforce technology solutions.
Sales Manager leading a team of Account Executives at MRI Software, driving growth and client outcomes. Managing sales strategies and team performance in the Retail Software sector.