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Desert Financial Credit Union · 2 days ago

Manager of Wealth Management Sales

Phoenix, AZ

Full-time

Onsite

Mid, Senior Level

4+ years exp

Desert Financial Credit Union is seeking a Manager of Wealth Management Sales to lead and coach the Investments sales team to achieve sales targets while providing quality service to clients. This role involves developing sales strategies, ensuring compliance with regulations, and fostering strategic partnerships within the local business community.

BankingFinance

Responsibilities

Lead and coach sales teams to achieve revenue targets and growth objectives through strategic guidance and performance management

Develop and maintain standardized processes that deliver exceptional client experiences while ensuring operational consistency and efficiency

Monitor organizational developments and partner product offerings to maintain current market knowledge and competitive positioning

Resolve escalated client inquiries and complex issues while participating in talent acquisition, training programs, and performance evaluations

Execute comprehensive sales strategies and business development initiatives to expand market presence

Identify emerging market opportunities and industry trends, leading business development activities including seminars, events, and client engagement initiatives

Develop and maintain strategic external networks within the local business community to drive business development opportunities, enhance brand visibility, and establish the organization as a trusted industry leader and community partner

Cultivate collaborative relationships with Wealth Management Sales and Operations teams through regular communication and active meeting participation

Strengthen internal partnerships across retail, call centers, marketing, and sales enablement while building productive cross-functional relationships

Execute all responsibilities in full compliance with organizational policies, industry regulations, and applicable laws

Maintain strict adherence to internal policies and business partner requirements while ensuring compliance with regulatory authorities including FINRA, SEC, NCUA, AZDFI, and AZDOI

Oversee procedures, product offerings, partnerships, and internal controls to ensure ongoing regulatory compliance and alignment with corporate policies

Perform additional duties as assigned to support organizational objectives

Qualification

Wealth Management experienceSales training programsChange managementSeries 7 LicenseSeries 66 LicenseAZ LifeHealth InsuranceLeadership experienceCRM (Salesforce)MS Office SuiteCoachingMentoringOrganizational skillsCommunication skills

Required

Bachelor's degree in Finance, Business, or related field

Equivalent Combination Of Education And Experience Required

4+ years of Wealth Management experience

2+ years of leadership experience

Demonstrated success in leading teams for sales growth and building member/client relationships

Strong coaching and mentoring abilities with experience in talent development and performance management, including the use of behavioral assessment tools

Strong capability in developing and implementing sales training programs, onboarding new sales hires, and conducting skills assessments to identify and address competency gaps

Strong change management capabilities with the ability to lead others through change, develop and implement change strategies, and effectively communicate transitions to stakeholders while managing resistance and ensuring adoption

Strong organizational skills, the ability to priorities and manage multiple tasks/projects and quickly adapt to a changing environment

Excellent communication skills, both written and verbal, with the ability to present complex financial information to a variety of audiences (internal and external partners and members)

Ability to use a CRM (Salesforce preferred) to effectively manage member accounts, information, and sales progress and initiatives

Proficient with MS Office Suite Products (Word, Excel, Powerpoint)

Series 7 License

Series 66 License (or Series 63 &65)

Valid Arizona driver license. Motor vehicle record will be screened and the incumbent must meet Company guidelines

AZ Life and Health Insurance