EastLansingRecruiter Since 2001
the smart solution for East Lansing jobs

Area Investment Manager

Location: East Lansing
Posted on: June 2, 2019

Job Description:

GENERAL FUNCTION: The Area Investment Manager provides direction and strategy for the Brokerage sales activities within a specific area, which is comprised of the branches within a designated affiliate or group of affiliate banks. The AreaInvestmentManager is responsible for adherence to regulatory and Bancorp policies and procedures for the assigned affiliate(s). Responsible for flawless execution of Bancorp and area sales strategies, sales performance, and sales management for theassigned area. Directs the activities of Retail Brokerage staff in the assigned area.





ESSENTIAL DUTIES & RESPONSIBILITIES:


* Develops Partnerships with the Retail and PCG leadership teams in the assigned area.


* Implements the Securities sales strategy to grow revenue and increase market share.


* Manages the Retail Brokerage staff in the area, assigns sales territories, and monitors sales expenses.


* Implements service and quality standards to retain customers.


* Works with the Regional Investment Manager and Fifth Third Securities finance to set appropriate revenue and asset management growth goals for assigned area.


* Typically involved in negotiating and closing sales with the largest and/or most important clients and prospects.


* Administers applicable compliance programs; correspondence reviews, suitability reviews, office visits, etc.


* Responsible for management sales reporting; ensures that reports are accurate and that they are effectively utilized to educate and coach staff.


* Works closely with senior management in developing annual marketing plans and budgets for the assigned region and in directing staff to achieve desired plans and objectives.


* Contributes to the development and directs the implementation of annual marketing programs for the assigned area, and submits recommended plan(s) to senior management.


* Represents the organization within the assigned area in relationships with major clients, industry organizations, and other key outside parties.


* Maintains a high level of knowledge about investments and other trust products; functions as a product menu expert for the assigned area in order to educate staff to fully utilize all product offerings to best support the sales strategy and needs oftheclient.


* Constantly coaches the Retail Brokerage staff to improve sales performance and customer retention, and execute defined strategies in the area.


* Effectively executes performance management/improvement actions to ensure the area is staffed with the right talent required to meet strategic revenue objectives.





SUPERVISORY RESPONSIBILITIES: Manages the Retail Brokerage staffing the assigned area. Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and providechallengingopportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.


Keywords: , East Lansing , Area Investment Manager, PR / Public Relations , East Lansing, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Toledo
Posted on: 06/20/2019

Financial Center Manager Associate
Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br program that includes rotations in Operations, Sales amp Service, Small Business (more...)
Company:
Location: Toledo
Posted on: 06/20/2019

Retail Personal Banker - West Lansing
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Lansing
Posted on: 06/20/2019


Emerging Markets MLO
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives (more...)
Company:
Location: Southfield
Posted on: 06/20/2019

Mortgage Loan Originator
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Toledo
Posted on: 06/20/2019

Retail Personal Banker - Main Office
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Grand Rapids
Posted on: 06/20/2019

Assoc Commercial Rel Mgr
Description: font face Arial GENERAL FUNCTION: Provide support to a number of existing relationship managers in their daily duties in underwriting and monitoring credit existing and proposed credit requests, providing (more...)
Company:
Location: Grand Rapids
Posted on: 06/20/2019

Time Deposits Processor-Verifier
Description: font face Arial GENERAL FUNCTION: Under minimal supervision, this position is responsible for a variety of functions including CD/IRA reconciliation and IRA verification for all affiliates within the (more...)
Company:
Location: Grand Rapids
Posted on: 06/20/2019

Business Banking Relationship Manager II
Description: font face Arial GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales of at least 2MM and generally less than (more...)
Company:
Location: Southfield
Posted on: 06/20/2019

CSR / Teller - Burdick Crosstown BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Kalamazoo
Posted on: 06/20/2019

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

East Lansing RSS job feeds