Sales

• Design and implement effective sales strategies for banking and lending solutions in the RIA channel
• Analyze market trends, competitor offerings, and RIA client needs
• Build and nurture relationships with key RIA firms
• Collaborate with product and innovation teams to tailor offerings
• Lead, mentor, and support a team of banking and lending sales professionals
• Track and report on the performance of the RIA channel
• Ensure delivery of a seamless, high-quality experience for RIAs and their clients

Banking and Lending Sales Strategy Lead – Independent RIA Channel

Senior Account Executive – Center for Model Schools

Regional Sales Manager

Territory Manager

Medicare Sales Representative