Simmons Bank · 4 months ago
Managing Director of Investment Sales
Rogers, AR
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expSimmons Bank is a company dedicated to passion and customer focus, seeking a Managing Director of Investment Sales to supervise wealth advisors. This role involves leading a team, ensuring production goals are met, and maintaining compliance with regulatory policies while fostering business growth.
BankingFinanceFinancial Services
Responsibilities
Supervise and lead a group of wealth advisors in defined region, including assisting with production goals and pipeline development
Responsible for talent development of all advisors in assigned region
Assist wealth advisors with developing internal and external partnerships to secure new business and expand existing business across the footprint
Ensure advisors provide an outstanding experience to clients and bank partners
Collaborate with advisors to develop annual business plan with revenue and asset growth targets
Oversee and hold advisors accountable to ensure established goals are met
Conduct performance reviews and support overall employee career development
Partner with Simmons Bank and LPL Financial to facilitate efficiencies
Ensures all functions are in complete compliance with federal, state, regulatory, and company policy and procedures
Project a professional image and adheres to standards consistent with company policies and procedures
Performs other duties and responsibilities as assigned
Qualification
Required
A minimum of 5 years of supervisory experience required
Strong developed sales skills are required
Strong abilities in leadership and decision making
Knowledge of business and management principles involved in strategic planning, resource allocation, human resource modeling, leadership techniques, production methods, and coordination of people and resources
Demonstrates complete familiarity with FINRA/SEC, and state insurance department guidelines and understanding of all processes involved in securities and insurance transactions
Ability to effectively present information in one-on-one and small group situations, and other employees in the organization
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems and issues
Skilled in mentoring, prospecting and recruiting
MS Office programs
Preferred
BS/BA Degree in Business, Finance, or a related field preferred
A minimum 5 years' in financial services preferred
Securities and Insurance License preferred
Company
Simmons Bank
Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.
1001-5000 employees
H1B Sponsorship
Simmons Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (12)
2023 (3)
2021 (5)
Funding
Current Stage
Public CompanyTotal Funding
$625.09MKey Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M
Leadership Team
Daniel Hobbs
Chief Financial Officer
Chris Van Steenberg
Executive Vice President, Chief Operating Officer
Recent News
Talk Business & Politics
2026-01-16
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2025-12-22
Company data provided by crunchbase