Wholesale Mortgage Account Manager
Summit Funding, Inc.
Senior Regional Sales Director, Texas
William Blair
full-time
Posted on:
Location Type: Remote
Location: Remote • Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $125,000 per year
Job Level
Senior
About the role
- Lead sales and client service initiative for William Blair’s Investment Management strategies across the Intermediary Distribution channel throughout Texas.
- Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel.
- Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects.
- Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
- Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits.
- Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment.
- Develop and maintain deep expertise of all investments and serve as a technical resource to others.
- Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients.
- Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
- Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair.
- Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement.
- Additional responsibilities as requested.
Requirements
- Bachelors Degree in Business Administration or Finance required
- 8+ years of investment product sales required
- SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
- MBA, CFA, CFP, CAIA, CIMA preferred
- Strong sales and presentation skills
- Deep understanding of investment products and how to position them for maximum effectiveness with different audiences
- High degree of energy, motivation and ability to set own priorities
- Sustained superior sales production record
- Ability to build and maintain working relationships with others to achieve objectives
- Ability to provide coaching and guidance to less experienced team members
- Excellent verbal and written communication skills.
Benefits
- medical, dental and vision coverage
- employer paid short & long-term disability and life insurance
- 401(k)
- profit sharing
- paid time off
- Maven family & fertility benefit
- parental leave (including adoption, surrogacy, and foster placement)
- other voluntary benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment product salesfinancial market knowledgesales goals and objectivesclient presentationsdocumentation of client meetingsnegotiation skillssales production recordcoaching and guidance
Soft skills
strong sales skillspresentation skillshigh energymotivationrelationship buildingcommunication skills
Certifications
Bachelors Degree in Business AdministrationBachelors Degree in FinanceSIE ExamSeries 7Series 66Series 63Series 65MBACFACFP
