Director of Sales - AIS jobs in United States
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Associated Bank · 4 hours ago

Director of Sales - AIS

Associated Bank is committed to creating an inclusive culture and is seeking a proven sales leader for their wealth business. As the Director of Sales for Associated Investment Services, you will lead a team of Financial Advisors, drive growth strategies, and enhance brand visibility across multiple markets.

BankingFinancial ServicesWealth Management

Responsibilities

Lead and coach a high-performing team of licensed Financial Advisors to exceed sales and revenue goals
Drive growth strategies that expand our Private Wealth presence across multiple markets
Partner with bank leaders to deepen client relationships and move Mass Affluent clients into higher wealth segments
Collaborate with regional managers and bank executives to align sales campaigns, business development, and training
Champion a culture of compliance, ethics, and client-first service
Enhance brand visibility and community engagement within key markets
Integrate efforts across investments, trust, insurance, and legal to deliver holistic client solutions

Qualification

Private BankingWealth ManagementInvestment SalesSales LeadershipFINRA Series 7 LicenseFINRA Series 24 LicenseFINRA Series 65 LicenseLife & Health Insurance LicenseClient Relationship ManagementTeam CoachingGrowth Strategy Development

Required

10+ years of success in Private Banking, Wealth Management, or Investment Sales leadership
7+ years leading sales teams in high-performance environments
FINRA Series 7, 24, and 65 licenses
Life & Health insurance license

Preferred

Experience driving integrated wealth and banking growth strategies
Proven record of expanding client relationships into higher wealth segments

Benefits

Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.

Company

Associated Bank

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Associated Bank offers deposit and loan products.

Funding

Current Stage
Public Company
Total Funding
$300M
2024-11-14Post Ipo Equity· $300M
1978-01-13IPO

Leadership Team

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Andy Harmening
President and CEO
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Philip B. Flynn
President, Director & CEO
Company data provided by crunchbase