Partner with Banking & Cash Solutions (BCS) sales leaders and other key parts of the organization to develop, implement, and track sales strategies
Collaborate with sales partners and department team members to manage BCS sales consultant support and implementation of key Wealth Management Solutions (WMS) messages, campaigns, programs, and product launches
Build and update sales strategy materials, including developing key messaging and presentations
Design, develop, and execute implementation plan for the sales organization related to complex product marketing programs/initiatives
Provide ongoing support to sales organization through day-to-day duties of providing updates at meetings and responding to email and phone requests
Build relationships with cross-functional teams across the organization to ensure alignment and integration
Determine and implement the best ways to drive advisor and BCS sales consultant engagement of WMS campaigns, products, and initiatives
Coordinate field event logistics working with internal and contract resources, including, compliance review, registration process, exception approval, AV, content production, secure presenters, hotel logistics and post conference communications
Track program participation and results and provide recommendations for improvement
Requirements
5+ years’ experience in investments, marketing, or sales strategy position
Bachelor’s Degree in a related field or equivalent experience
Strong knowledge of investments and/or financial products and services
Experience working with a sales organization
Exceptional communications, project management and organizational skills
Ability to work as a leader within teams to motivate collaboratively influence others
Strong, demonstrated writing skills -- including content research and audience strategies
Must be a self-starter, solution-focused and have ability to work independently
Proven ability to prioritize, coupled with strong attention to detail in a fast-paced environment
Robust knowledge and experience working with Microsoft Office products (e.g., PowerPoint, Word, Excel)
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