Johnson Financial Group · 2 days ago
Director Wealth Sales Distribution
Milwaukee, WI
Full-time
Onsite
Director/Executive
15+ years expJohnson Financial Group is seeking a Director of Wealth Sales Distribution to lead and manage sales distribution for Wealth services including Consumer, HNW, RPS, Private Client, and Institutional Services. The role is accountable for meeting profitability and growth targets while fostering a culture of accountability and developing advisor talent.
Financial ServicesInsuranceLocal Business
Responsibilities
Aligning the Wealth sales distribution with Wealth and Corporate objectives, goals and projects that impact all associates
Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions
Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions
Proactively recruit and maintain a pipeline of advisor candidates and teams who display requisite job skills and exhibit values consistent with Johnson Financial Group
Build a distribution team that reflects the communities we operate in and the clients we want
Provides strategy and direction for pricing, product, and coordinates product definitions
Ensures strategic targets are met including distribution, growth by segment and service delivery to client relationships
Expertise in balancing pricing, growth and account quality
Thorough understanding of all aspects of business in order to accurately budget, forecast, explain and analyze financial performance
Use industry insights and developments, changes and trends to assist in positioning Wealth for the future
Maintain strong industry networks through various external contacts and community participation
Builds partnerships across JFG lines of business to assist team in cross-selling
Models exemplary behaviors and actions for associates
Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions
Act as a ‘Coach’ for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance
Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions
Create environment where advisor candidates and teams who display requisite job skills see JFG as an employer of choice
Create and sustain an environment which supports teamwork and mutual respect
Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings
Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities
Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures
Models exemplary behaviors and actions for associates
Ensure a consistent client experience including key service offerings and deliverables across each applicable client segment
Execution of strategic sales management process aligned with our business strategy to enhance bottom-line sales results
Knowledge of full portfolio of JFG products and services; lead and coach sales team to cross-sell full breadth and depth of products
Actively call/joint call on identified target segments, prospects, centers of influence, etc to lead new business development and client acquisition efforts
Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business
Lead, coach and develop associate’s sales behaviors to proactively expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations
Consistently track, monitor and manage key sales performance indicators
Manage expenses in relation to projected return on investment for client events/activities
Participate in an active and meaningful role in a community or industry organization
Use customer insights and data to assist in developing growth plans
Qualification
Required
15 or more year's previous experience in financial services, preferably in a Bank Trust Company and RIA environment, advanced designations and/or preparatory work or guidance may be assessed in lieu of some of the experience requirements
Bachelor's degree in finance, accounting, or business required
Extensive expertise in the areas of business and sales management in the financial services sector. Demonstrating team sales success through outcomes
Preferred
advanced degree preferred
Company
Johnson Financial Group
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dominic Ceci
Chief Investment Officer
Jeff Pierce
EVP, President of Wealth
Recent News
BizTimes Milwaukee
2025-09-12
2025-09-02
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