Investor Services Regional Sales Manager Job

First Citizens Bank (
Defense Contracting


  Full Time   Employee

North Carolina
United States

Investor Services Regional Sales Manager
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Job ID #: 24601
Location: NC-Charlotte
Functional Area: Wealth Management - Sales
Employment Type: Full-Time Exempt
Education Required: High School Diploma
Experience Required: 8 years
Days and Hours: Monday - Friday - 8am to 5pm
Physical Address: 128 South Tryon St. Charlotte, NC
Department Name: First Citizens Investor Services

Position Description

The Investor Services Regional Sales Manager is responsible for the direct sales coaching and management of Sr. Financial Advisors and Financial Advisors to ensure sales goals are achieved and compliance requirements are met.

Principal Accountabilities:
Coaches / trains Sr. Financial Advisors (and Financial Advisors) to leverage books of business, capitalize referral opportunities and increase sales while ensuring compliance with all regulatory requirements and bank policies.

Develops strategic business plans and procedures to achieve sales goals and objectives and to enhance operating efficiencies of Investor Services.

Attracts, engages, and retains top talent to deliver exceptional service to clients and ensure collaboration with FCIS and Bank partners.

Position Requirements

Basic Qualifications:
Bachelor degree with a minimum of 6 years securities sales experience, including a minimum of 4 years sales management experience.
High school diploma or GED with a minimum of 8 years securities sales experience, including a minimum of 4 years sales management experience.

Additional Qualifications:
Series 7, 24, 63 and 65/66 licenses.
State specific Life and Health insurance license.

Other Preferred Qualifications:
Sales management experience.
Drives to succeed / self-starter.
Ability to develop and engage / coaching and leadership skills.
Strong work ethic.
Demonstrates commitment.

We are an Equal Opportunity Employer and do not discriminate against applicants due race, color, religion, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or other legally protected status.

To apply for this job, contact:
Brady Krumwiede

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