Marsh McLennan

Wealth Management Sales Director

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $119,000 - $237,500 per year

Job Level

Lead

About the role

  • Develop and execute strategic sales plans to achieve revenue targets
  • Collaborate with senior management and other key stakeholders to define sales strategies
  • Build and maintain strong relationships with key clients and industry influencers
  • Stay updated on industry trends and regulatory changes
  • Monitor and analyze sales performance

Requirements

  • Bachelor's degree in finance, business administration, or a related field
  • Proven track record of success in sales leadership roles within the wealth management or financial services industry
  • In-depth knowledge of wealth management products, investment strategies, and financial markets
  • Excellent communication and presentation skills
  • Strategic mindset
  • Series 7 and 63 license
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales strategieswealth management productsinvestment strategiesfinancial markets
Soft Skills
communication skillspresentation skillsstrategic mindsetrelationship building
Certifications
Series 7 licenseSeries 63 license