F.N.B. Corporation · 15 hours ago
Investment Services Regional Sales Manager
Cleveland, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expF.N.B. Corporation is seeking an Investment Services Regional Sales Manager to lead a team of Financial Professionals and oversee sales functions related to investment products and services. The role involves training and developing the team, setting targets, and ensuring revenue goals are met while maintaining compliance with regulatory requirements.
BankingFinanceFinancial Services
Responsibilities
Recruit, train, and manage a team of Financial Professionals and Licensed Bank Employees
Provide leadership, guidance, and motivation to the sales team to achieve targets
Conducts performance evaluations and provide feedback to team members
Develops sales strategies and plans to achieve revenue targets
Collaborates with Program Management and internal business partners to develop teams and effective cross sales strategies
Develops and executes a schedule of communications with Retail and other internal business partners to keep them informed of and promote referral opportunities
Manages and develops financial professionals to build and maintain relationships with clients to understand their investment needs and preferences
Manage and develop Financial Professionals to provide personalized investment advice and recommendations based on clients' financial goals and risk tolerance
Monitors sales activities, tracks progress towards targets, and analyzes sales data to identify areas for improvement
Monitors sales performance metrics and KPIs to evaluate individual and team performance
Ensures compliance with regulatory requirements and company policies
Assists in overseeing sales practices to mitigate potential financial and reputational risks
Stay updated on industry regulations and best practices related to investment sales
Provides ongoing training and professional development opportunities to regional team members (dedicated financial professionals and licensed bank employees)
Keeps the team informed about new investment products, services, and market trends
Fosters a culture of continuous learning and skill development within the regional team
Performs other related duties and projects as assigned
Qualification
Required
BA or BS
10 years of job related experience required to perform the primary responsibilities of this position
Excellent management skills
Excellent organizational, analytical and interpersonal skills
Excellent communication skills, both written and verbal
Excellent customer service skills
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Ability to use a personal computer and job-related software
Strong understanding of investment products, financial markets and industry regulations
Ten years' experience and proven track record of success in investment sales or financial services
Valid Drivers License
FINRA Series 7, 63 & 65 or 66, State LAH are required
Frequent driving (car, van, truck)
Preferred
CFA or CFP certifications are a preferred
Company
F.N.B. Corporation
F.N.B. Corporation (NYSE: FNB) is a diversified financial services company headquartered in Pittsburgh, PA.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-12-04Post Ipo Debt· $500M
1986-09-12IPO
Leadership Team
Vincent Delie
CEO
Brian Mancos
Director of Human Resources and Corporate Services
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