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Regional Manager, Investment Specialists
2 months ago
We are seeking a highly skilled and experienced Regional Manager, Investment Specialists to lead our investment business development efforts in a specific market area. As a key member of our team, you will be responsible for executing business development strategies, managing sales teams, and driving revenue growth.
Key Responsibilities- Business Development
- Develop and execute business development strategies to achieve revenue growth and market share expansion.
- Identify and pursue new business opportunities, leveraging expertise of the local market, financial conditions, and advisor incumbents.
- Sales Management
- Lead and support the execution of the Investment Specialist Value Proposition and Customer Experience Model.
- Provide coaching, training, and recognition to sales teams to enhance their performance and productivity.
- Conduct quarterly reviews of customer financial plans completed by sales teams, providing feedback and coaching on accuracy and client-centric investment recommendations.
- Talent Management
- Support sales team recruitment, ensuring alignment with business strategies and market area requirements.
- Provide leadership and motivation to sales teams, through coaching and development, with a focus on retention and management of high-quality talent.
- Collaboration and Relationship Building
- Develop strong relationships and partnerships with other leaders and business units across Scotiabank, including Wealth Management, Scotia iTRADE, and Canadian Banking.
- Collaborate with other sales management leaders on business development and Centres of Influence (COIs) relationship building activities.
- Compliance and Risk Management
- Effectively manage tier one compliance and regulatory oversight for sales teams and market areas.
- Monitor adherence to regulatory and internal Bank requirements, including Global Sales Principles, ensuring compliance, risk management, and regulatory rules are followed consistently.
- Post-secondary education in Business or related field.
- Mutual Fund License, Financial Planning Designation (PFP or CFP), and/or completion of Branch Manager Course.
- 5+ years of experience in the investment industry, with a strong preference for wealth management and/or brokerage experience.
- Expert sales management skills and advanced knowledge of sales techniques and prospecting.
- Proven networking, client acquisition, and interpersonal skills, with the ability to influence and motivate others.
- Ability to cultivate and maintain strong relationships with internal and external partners.
- Ability to establish and maintain a client-focused sales culture, through expert knowledge of client experience drivers.
- Strong verbal and written communication skills.
- Extensive knowledge of competitive and proprietary offerings, market trends, economic conditions, and the regulatory environment.
