About the role

  • 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)

Benefits

  • health, dental and life insurances
  • vacation time
  • sick time
  • 401(k)
  • variable pay in the form of bonus

Job title

Manager, Product Sales Strategy

Job type

Experience level

Mid levelSenior

Salary

$80,100 - $108,100 per year

Degree requirement

Bachelor's Degree

Location requirements

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