More jobs:
VP, Sales Lead
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Responsibilities
- Lead and manage the day-to-day activities of team consisting of Team Leaders, Financial Advisors, Client Service representatives, and Operations staff
- Create a culture of growth, ensuring that relationship deepening is being properly executed and that business objectives are being met
- Diagnose team performance and gaps to develop action plans to drive productivity
- Develop and implement a consistent sales process for all team members
- Drive client management and relationship deepening routines
- Manage all service-like aspects of the business to ensure things run smoothly and client needs are met
- Supervise the investment and relationship deepening process and ensure coordination and adherence to policies and procedures
- Active FINRA licenses:
Series 7, 66, and 9/10 - Minimum 5+ years of experience in financial services
- Strong wealth management industry and investment knowledge
- At least 4+ years of experience in sales leadership
- 5+ years’ experience with CRM systems, SLA management, and opportunity segmentation
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×