AWM Regional Manager

AWM Regional Manager

Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. Position is located at 360 SW Highway 150 Lees Summit, MO 64082. Availability is needed Monday through Friday 8:00 am to 5:00 pm with ability to work additional hours as needed.

Under the general guidance and direction of the AWM (Arvest Wealth Management) Senior Director of Sales and AWM's Executive team, the AWM Regional Manager is responsible for implementing and executing AWM's vision in the assigned regions. Primary responsibilities include overall sales development, generation of new investment and trust business, market management, growth of targeted bank investment/trust sales opportunities including affluent and high net worth clients, and management of the assigned AWM regional team.

AWM regional teams may consist of three tiers of Client Advisors, Registered Client Service Specialists, Client Advisor Assistants, Licensed Bank Associates, and Licensed Bank Referrers. Additionally, these teams may also include Retirement Plan Relationship Managers, Wealth Advisors, Trust Officers, Trust Investment Managers and Trust Wealth Advisors. The AWM Regional Manager will also work closely with local Arvest Bank President(s), Sales Managers, Commercial Loan Managers, and AWM senior management team to meet company and regional goals and ensure the success of AWM initiatives.

Grow annual revenue and contribution margin as stated and approved by bank plan. Drive revenue by performing and consistently improving ongoing sales and business development activities to increase recurring and transactional fee income to the bank and meet the bank's income objectives. Staff, retain, manage, and operate a profitable regional sales team consistent with laws, regulations, and fiduciary principles. Identify, recruit, and hire new sales and support personnel as agreed upon by the CEO, Senior Director of Sales, and local Bank presidents.

Accountable for comprehensive oversight and management of all AWM and Bank-related AWM functions for the assigned markets. Effectively communicate bank and AWM policies and vision to the local bank and AWM team. Maximize market opportunities by driving revenue growth opportunities from Assets Under Management (investments and/or trusts, increasing retail bank investments and trust sales through greater household penetration, and personal trust expansion as defined by the assigned market.

Supervise, mentor, coach and oversee multiple Client Advisors with differing delivery models and practice types in multiple locations. Utilize regular one-on-one and group coaching to drive team productivity with a primary focus on all Client Advisors reaching higher revenue targets annually. Develop, educate, and retain a high-performing team of Client Advisors and support staff. Provide professional development opportunities to elevate their performance, while underscoring Arvest's commitment to being an employer of choice.

Monitor AWM incentive credit for all associates in the market, collaborating with AWM Senior leadership to resolve discrepancies. Plan, coordinate, and lead all aspects of the employment-related activities of AWM associates in the assigned region. This includes overseeing client focused events, meetings, webinars, marketing, and public outreach. As a General Securities Principal (Series 24 License) direct all compliance, risk management, and supervisory functions for the region's brokerage and insurance operations.

Maintain proper securities and insurance licenses as needed for supervisory responsibilities. Fulfill all continuing education requirements for insurance and securities areas. Ensure strict adherence to FINRA, SEC, and bank regulations by overseeing all sales, trading, and account management activities for team and self.

Lead team to meet key performance goals, including improving BAI (Bank Administration Institute) scores for teamwork, minimizing Principal Review Desk (PRD)…