Financial Services Market Manager III

Financial Services Market Manager III

Requirements

• Bachelors Degree or equivalent experience
• 2-3 years of financial services industry experience in a sales capacity
• Demonstrated record of sales success in a similar environment
• Required Licenses or Registrations (or obtain within 90 days of hire): Life/Health
• Ability to influence Sr. Leadership
• Ability to work independently and within a team
• Possesses a strong desire to win
• Excellent verbal and written communication skills
• Positive Influence Management Skills
• Strong relationship building and selling skills
• Detail oriented, well organized, self starter, with a high energy level and creative problem solving abilities
• Ability to work in a challenging and collaborative work environment
• Ability to travel within assigned Market; about 70% of time
• Drivers License required

Responsibilities

• Responsible for overseeing the efforts of Financial Services Representatives (FSRs) in a low to medium complex assigned market from licensing, training, ramp-up, Mass Affluent sales/TD Wealth referrals/Ameritrade referrals
• Partners with Store Management to ensure FSRs in the assigned market are in compliance with all regulatory guidelines with respect to the Mass Affluent offering
• Increases Mass Affluent product sales productivity and referral flow through active coaching, planning with Retail store management within assigned market
• Responsible for supporting/completing product sales and client meetings
• Implements activities and ongoing sales/Mass Affluent product training, coaching and provides sales support related project coordination within market
• May provide marketing analysis, including local competitive intelligence and market share analysis
• Teams with Market Sales Manager to launch campaigns that effectively generate leads and opportunities
• Partners with local store/market management through participation in community, and business development activities focused on enhancing profile as an expert in Mass Affluent sales within assigned Market
• Accountable to net revenue growth, return on investment and marketing performance metrics
• Monitors assigned market progress against sales plan
• Provides regular and timely progress reports summarizing business results, activities, and action plans to Store, Mass Affluent, and Wealth Leadership
• Serves as contact for Mass Affluent customer escalation issues
• Partners with Compliance to support investigations as needed
• Some travel within assigned market required

Preferred Qualifications

No preferred qualifications provided.