区域增长团队高级经理
Senior Manager, Regional Growth Team
负责带领区域增长团队并实现销售目标和有机增长价值线KPI的成果。主要负责顾问关系。这是一个远程职位，候选人必须位于东南地区（佛罗里达州、佐治亚州、阿拉巴马州、路易斯安那州、阿肯色州、密西西比州）。我们首选的地点是佛罗里达州、佐治亚州、路易斯安那州或阿拉巴马州，但也会考虑该区域内的所有符合条件的候选人。出差集中区域包括路易斯安那州的新奥尔良、阿拉巴马州的伯明翰、佐治亚州的亚特兰大和南佛罗里达
你将负责
- 人员管理
- 负责通过增长团队直接管理和实现岗位职责。
- 负责推动销售漏斗从发现到完成，并领导区域增长团队制定和确保执行定期参与计划和销售管道管理。
- 有机增长与顾问参与
- 主要负责指定的顾问关系，在顾问生命周期中与Cetera的价值主张体验合作。
- 负责开发和部署Cetera赞助的顾问学习小组。
- 管理团队通过关键价值主张参与和关系管理来促进有机增长、参与度、顾问满意度和顾问留存率，包括顾问对Cetera增长工具、平台和解决方案的采用。
- 与业务发展入职和销售赋能团队协作，确保在规定时间内在Cetera平台上实现验证的资产。
- 积极识别和/或创造机会，将顾问与主题专家联系起来，以推动投资解决方案、咨询服务和Cetera平台的产品采用。
你需要具备
- 本科学位
- 至少8年的客户与销售经验
- 7系列、66系列（或63和65系列）和/或24 FINRA执照
- 至少3年管理区域团队的经验
加分项
- 强大的行业知识（最好是独立经纪交易商渠道）。
- 经证实的销售背景，有现场（而非仅办公桌）经验。
- 高级形象（“权威感”），能够与主要业务负责人互动。
- 强大的管理和领导能力，而不仅仅是销售技巧。
- 担任教练、制定策略、批准休假、设定方向、激励和启发直接下属。
- 必须能够向个人和大型观众（最多300人）进行演讲。
- 改变和业务
查看英文原文
Accountable for leading a Regional Growth Team and its delivery of results against sales goals and organic growth value line KPIs. Primary owner of advisor relationships. This is a remote role, and candidates must be located in the Southeast Region (FL, GA, AL, LA, AR, MS). Our primary focus for location preferred would be FL, GA, LA or AL but will consider all qualifying candidates within the required region. High concentration areas of travel will be New Orleans, LA, Birmingham, AL, Atlanta, GA, and South Florida
What You Will Do
- People Management
- Responsible for the direct management and delivery of role accountabilities through the growth team.
- Responsible for driving sales through the funnel from discovery to completion and leading the Regional Growth Team in developing and ensuring the execution of regular engagement plans and the management of the sales pipelines.
- Organic Growth & Advisor Engagement
- Primary owner of assigned advisor relationships working with Cetera value proposition experience throughout the advisor life cycle
- Responsible for the development and deployment of Cetera-sponsored study groups for advisors.
- Manage the team in fueling organic growth, engagement, advisor satisfaction, and advisor retention through key value proposition engagements and relationship management, including advisor adoption of Cetera growth tools, platforms, and solutions.
- Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes.
- Actively identify and/or create opportunities to connect the Advisor with subject matter experts to drive product adoption of investment solutions, advice offerings, and Cetera platforms.
What You Need To Have
- Bachelor’s Degree
- Minimum 8 years of Relationship & Sales Experience
- Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses
- Minimum 3 years of managing a regional team
What Are Nice To Have
- Strong industry knowledge (preferably independent broker-dealer channel).
- Proven sales background, field (not just desk) experience.
- Executive presence ("gravitas"), ability to interact with major business owners.
- Strong management and leadership capacity, not just sales acumen.
- Coach, strategize, approve PTO, set direction, motivate and inspire direct reports.
- Must be comfortable both presenting to individuals and large audiences (up to 300 people).
- Change and business planning consulting for advisors (efficiency, AUM/AUA/GDC growth, practice management).
Travel REQUIREMENTS
· Up to 50%
Compensation
The base annual salary range for this role is $115,000 to $125,000 and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Originally posted on Himalayas