Description
Ready to grow Premier relationships through planning-led wealth management?
As Wealth Office Sales Manager you’ll be accountable for the performance of a Wealth office, bringing together Premier customer acquisition, deposit growth, wealth penetration, business development, coaching and the ongoing servicing of client relationships.
You’ll embed a wealth management planning-led strategy focused on increasing share of wallet through new-to-bank acquisition, primary banking deposit deepening, and greater investment/insurance adoption, while improving customer recommendation.
Success looks like consistent growth in high value customer acquisition, net new money/deposit balances, and wealth product penetration, strong referral pipelines and a well-run office that meets sales goals with operational integrity.
What you’ll be doing
- You are directly accountable for delivering the office sales scorecard, specifically Premier acquisition, deposit growth (net new money), and wealth penetration (investments/insurance adoption) across your team
- Drive new-to-bank and new-to-wealth outcomes through business development, community/center-of-influence engagement, and referral partnerships
- Embed a planning-led wealth management strategy to grow Premier relationships, convert needs into solutions, and increase share of wallet
- Lead the office to deliver against scorecard/KPIs, including:
- New Premier relationships acquired
- Deposit / balance growth (net new money)
- Wealth penetration (e.g., investment accounts, AUM flows, insurance adoption)
- Oversee sales and servicing activity across financial services products within the wealth office, ensuring the team consistently identifies and progresses opportunities in deposits, investments, and protection
- Implement the IWPB plan including structure, sales goals, performance management and disciplined sales prospect management, with a clear weekly/monthly sales cadence, pipeline hygiene and conversion tracking
- Expand market opportunity beyond the local wealth office footprint and Right to Win priorities, with a focus on acquisition and deepening primary banking relationships
- Champion robust activity management (prospecting, appointments, financial plans, referrals, follow-ups) to meet and exceed established acquisition, deposits, and wealth sales goals
- Maintain merchandising standards, office appearance, and the delivery of wealth office services
- Strengthen operational integrity to minimize errors and losses while supporting consistent client service
What we’re looking for
- Proven wealth management experience (or equivalent) with demonstrated results in sales growth across acquisition, deposits and wealth solutions
- FINRA Series 7, 63, 65 or 66, 9 and 10 licensing required
- Life and Health insurance licenses or willing to sponsor
- Strong sales management and coaching experience supporting licensed sales professionals to deliver balanced outcomes across deposits, investments, and insurance, including pipeline discipline and conversion management
- Strong planning and performance management skills to sustain disciplined daily sales activity and deliver measurable improvements in acquisition, deposit growth and wealth penetration
- Established marketing and business development capability to source new high value customers and build multi-channel referral pipelines (internal and external)
- Thorough knowledge of credit approval processes and regulations impacting consumer banking activities, delivery systems and channels
- Strong customer service capability focused on developing, maintaining and expanding account relationships, with an ability to deepen relationships through primary banking and wealth adoption
- Ability to communicate clearly and influence effectively across stakeholders to deliver office outcomes in a regulated environment