Service Sales BDM

The Wealth Management National Sales organization supports the Firm’s Financial Advisors by managing the field sales support of non-banking products and the business development functions for our branch network. As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving revenue and asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. Serves as a trusted consultant to Financial Advisors, aligning firm solutions with client and business needs. Develops and implements targeted business plans that support advisor growth, engagement, and drive business results. Conducts book reviews and segmentation analyses to identify growth opportunities. Delivers coaching, training, and practice management guidance to Financial Advisors. Partners with product specialists, market management, and business leaders to enhance advisor knowledge and solution adoption. Serves as a subject matter expert on key platforms, tools, and strategic initiatives. Facilitates training events and educational programs that support practice growth. Collaborates across business units to execute strategic priorities and drive measurable outcomes. xaygatp A minimum of 5 years of experience in Wealth Management, as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience. Bachelor’s Degree required Strong and creative problem-solving skills Confident, flexible, and resilient team player