Program Manager

Investment Advisor Team LeaderLead a team of investment advisors by setting sales goals, providing direction, and ensuring alignment with overall department objectives. Assist with complex customer issues and resolve escalated problems by conferring with staff, other internal departments, outside contacts and management as necessary.Partner with regional and group sales management to develop and implement sales and marketing strategies, policies, goals and objectives, and budgets. Coordinate with other internal departments to promote referrals, cross-selling and other business development activities; attend business partner meetings and provide information, suggestions and other support on an ongoing basis.Manage team sales efforts, including sales of other Company products and services; evaluates results on an ongoing basis to ensure sales remain on budget. Takes active role in sales activities, assisting team members as needed. Promote cross referrals to the other business lines of the Bank.Ensure that sales staff maintain network of outside and internal referrals sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensure that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services.Sell investment planning products and services (when appropriate licenses are active) personally only up to a set maximum number of existing clients, with a written service plan and with approval as reasonable and justifiable as determined by regional/group management according to established policies, procedures and applicable legal and regulatory guidelines.Maintain an existing book of clients up to a set maximum amount with approval.Ensure timely communication of important customer, product, regulatory and other information among the sales team, area and regional sales management, branch staff, broker dealer and other internal and external contacts; ensure that communication channels are established and maintained so that important information is exchanged as needed.Prepare and review reports on sales team performance; provide EVP/Chief Fiduciary Officer monthly updates on sales performance; take corrective action as necessary.Maintain comprehensive knowledge of investment planning practices and trends, including investment laws and regulations, products and services, and sales, negotiation and closing skills. Keep sales staff informed of relevant updates.Attend and participate in bank educational sessions, monthly Trust Administrative Committee and quarterly FNIS Supervisor Committee meetings.Attend and lead weekly FNIS calls with advisors as well as Cetera representative.Assist Chief Fiduciary Officer in gathering data for internal and federally required exams.Perform additional duties as requested.Education, training, and experience: A college degree in liberal arts, economics, finance, accounting, or equivalent. Proficiency in Microsoft Word, Excel, & PowerPoint or equivalent. Understanding of tax law and IRS Regulations desired. Minimum of 3-5 years trust and investment services experience preferred.LicensingMust have active NASD series 7, 63, 65/66 as well as Life & Health Insurance licenses.