| Title | Regional Sales Manager |
| Location | United States - New Jersey |
| City | Secaucus (Home Office) |
| Function Category | Sales |
| Business Group | Global Wealth Management & Business Banking |
| Job Type | Full Time |
| About Company | Company is a leading global financial services firm.
Global Wealth Management & Business Banking offers sophisticated wealth management services
and personalized advice to help our clients achieve their financial goals. We are the world's
leading wealth management business, Switzerland's leading retail and commercial bank, and one of
the biggest private client businesses in the USA. By combining your talent with our strength, we
can achieve great results. |
| Description | Job Summary and Mission::
As a Corporate Employee Financial Services Regional Sales Manager, you support new business development sales functions and project initiatives. Key Responsibilities: - develop new business opportunities from various delivery channels (RFP's, CESG, Consultancies, Investment Banking, NASPP, etc.) and cross selling opportunities for existing clients - establish and maintain new business development relationships from the initial contact, through the LOI or contract execution - manage the RFP process, pricing, coordination of the Letters of Intent, and ongoing communications between operating departments within CEFS (Marketing, Implementation, Legal, Product Development, and Client Care) - work in close coordination with dedicated branch lead financial advisors and other CEFS Sales Managers - This position will require approx. 40% travel (West Coast concentration) |
| Requirements |
- college degree with a minimum of 8 years of sales experience complimented by experience with financial products and services and the ability to communicate with clients (internal and external)
- knowledge of financial services; equity compensation market place, including the latest SEC, IRS, Accounting and Congressional rules regarding Stock Options, Employee Stock Purchase Programs, Restricted Stock Programs, Performance Unit Programs, Stock Appreciation Rights, Deferred Compensation, and Corporate 10b5-1 programs are desired but not required - able to work autonomously with good judgment, decision making, and risk management skills - MS Office Suite skills - Excellent presentation and communication skills - CEP certification preferred |
| Our Offering | We can offer you an exciting, fast-paced working environment, a culture of mutual respect and commitment to maintaining the highest ethical standards and the opportunity to play a vital role in our growth. |