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Associated Bank
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Job Location: Milwaukee, Wisconsin
Job Type: Full-time
Shift:
Day Job
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Investment and Advisory Services Sales Director-1310129
Description
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (Associated) provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
Associated Investment Services, Inc. (AIS) is the retail broker dealer and registered investment advisory affiliate of Associated Banc-Corp currently responsible for financial planning, investment and insurance solutions for more than 40,000 current households across Wisconsin, Minnesota and Illinois.
AIS holds as a cornerstone a belief in robust financial planning which is customer relationship focused and solutions and recommendations are based on customer experience, investment objectives and risk tolerance levels.
JOB SUMMARY
Provides overall leadership, direction and strategy for the Sales Leadership Team of AIS. Selects, coaches and mentors a team of Regional Sales Managers (4-5) and a Director of Insurance Sales (1). Creates a team vision, sets goals, assembles appropriate support services (Marketing and Training) and helps leverage infrastructure (Operations, Technology and Compliance) to maximize opportunities and minimize expense. Displays a positive and optimistic attitude toward challenges and is a change leader. Fosters a culture which is customer centric and grounded in the principles and practices of holistic financial planning. Sets expectations and goals which are aggressive yet achievable. Holds others accountable for maintaining and expanding household relationships, achievement of new business acquisition and driving recurring sources of revenue. Believes and teaches that relationships are more valuable than transactions. Understands that customer satisfaction and regulatory compliance are non-negotiable. All customer recommendations must be grounded in customer needs, objectives, experience and risk tolerance. Selects business partners and vendors who have shared and demonstrated customer centric view.
Assists the firm CEO in the generation of partnerships and cross-referral practices with other business line leaders throughout the company. Drives cross-sell opportunities for AIS sales force and other partners within Associated.
Exhibits exceptional leadership qualities, possesses superior coaching and mentoring skills and maintains a strong results-oriented focus.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline.
KEY RESULT AREAS
Extraordinary Leadership
Focus on Recruiting and Development
Successful Colleague Retention
Increased Recurring Revenue Sources
Robust, Holistic Financial Planning
Increased Sales Activities
Achievement of Financial Objectives
JOB ACCOUNTABILITIES
1. Management, coaching and mentoring of Sales Leadership Team members
2. Conducts all goal setting processes with Sales Leadership Team. Monitors, inspects and coaches to results monthly.
3. Utilizes relevant sales reports and related metrics to analyze production and coach to enhance performance utilizing selected metrics.
4. Develops, deploys and leverages individualized Business Plans for each Financial Consultant and related Sales Manager.
5. Assist in the direction of a recruiting cycle for improved talent acquisition to shorten replacement or expansion time lines and drive efficiency.
6. In collaboration with CEO and Program Manager (COO), develops annual and long-term business and strategic plans for the firm.
7. Collaborate with business line leaders in Retail, Commercial and PCIS to achieve robust cross-sell opportunities and the expansion of product sales per household.
8. Manages all intermediary, business partner and vendor relationships to achieve optimal benefit to the firm. Coordinates with all internal support areas, Marketing, Training, Operations, Compliance, Technology and Human Resources.
Qualifications
Minimum Education
Bachelors Degree in Business Administration
Preferred Education
MBA in Finance, Accounting or Marketing
Minimum Experience
At least 10 years of progressively responsible sales management and Director of Sales experience in a financial institution.
Preferred Experience
At least 5-7 years experience as a Director of Sales
Special Skill Requirements FINRA Series 7/63, 65/66,24 (or equivalent), Life and Health Insurance Licenses
Other Duties and Responsibilities
Performs other duties as assigned
Ownership of results
Understanding of relationship between current corporate strategies and projects
Outstanding communication skills
Proactive, action-orientated, high sense of urgency
Job Requirements
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Adherence to Company policy and procedures is required.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, computers etc.).
Represent the organization in a professional and positive manner.
Sales experience in an investment firm
Valid drivers license
Supervision
Direct = 5-8 Indirect = 65-90
Travel
4 - 8 nights per month
The above statements are intended to describe the general nature and level of work being performed, and job responsibilities may change at any time due to business needs. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Please discuss requests for reasonable accommodations with the hiring manager.
Job: Investment
Schedule: Full-time
Shift: Day Job
Primary Location: Wisconsin-Milwaukee
Other Locations: Illinois-Chicago, Minnesota-Minneapolis, Wisconsin-Green Bay, Wisconsin-Madison
Work Locations: MILW-PLAZA EAST
330 E Kilbourn Ave
Milwaukee 53202
Associated Bank
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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