Simmons Bank · 7 hours ago
Director of Investment Sales
Rogers, AR
Full-time
Onsite
Mid, Senior Level
5+ years expSimmons Bank is a company that values passion and customer focus in their business. The Director of Investment Sales supervises wealth advisors, focusing on growth and retention of production while ensuring compliance with regulations and company policies.
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
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
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