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30+ days
Not Specified
Not Specified
$40.75/hr - $63.25/hr (Estimated)
<p>Overview</p> <p>United Community is seeking a Managing Director, Sales & Strategy to join our dynamic Wealth executive team. In this role, you will lead the coordination of sales and marketing activities while driving innovation in investment management and fiduciary services. Your strategic vision will fuel revenue growth, advisor development, product launches, and geographic expansion.</p> <p>What You'll Do</p> <ul> <li>Strategize & Innovate: Develop and implement advanced sales management practices, investment products, and wealth planning services. </li><li>Lead & Inspire: Recruit, mentor, and manage a team of top-tier advisors in fiduciary sales and wealth planning. </li><li>Collaborate & Grow: Partner with internal teams to design marketing and sales strategies that enhance brand awareness and drive growth. </li><li>Evaluate & Optimize: Maintain pricing discipline on fiduciary client relationships and identify new business opportunities aligned with organizational goals. </li><li>Engage & Influence: Serve on Trust Administration and Asset Management Committees, shaping policies and procedures. </li><li>Stay Ahead: Monitor market trends and economic conditions to inform investment and fiduciary decisions. </li></ul> <p>Requirements For Success</p> <p>Required Skills/Experience/Education:</p> <ul> <li>10+ years of experience in wealth and fiduciary management. </li><li>Proven track record in investments and trust administration. </li><li>Demonstrated success in sales management and advisory services. </li><li>Bachelor's degree required. </li></ul> <p>Preferred Skills/Experience/Education:</p> <ul> <li>Advanced degree or professional designations (MBA, CFA, CFP). </li><li>Strong leadership and team development experience. </li></ul> <p>Conditions of Employment</p> <ul> <li>Must be able to pass a background and credit check. </li><li>This is a full-time position. </li></ul> <p>FLSA Status:</p> <ul> <li>Exempt </li></ul> <p>Ready to take your career to the next level?</p> <p>Apply now and become a vital part of our team!</p> <p>We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.</p> <p>Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</p> <p>Pay Range</p> <p>USD $127,725.00 - USD $211,748.00 /Yr.</p>
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