Job Description
Elevate sales strategies with Meridian as the Senior Manager of Sales Effectiveness! Lead programs that enhance advisor performance while driving growth across the Wealth business in a hybrid work model.
In this senior-level role, you will report to the AVP of Wealth Distribution, focusing on implementing effective sales initiatives and best practices. Collaborate closely with Wealth leadership, Marketing, and Analytics to strengthen member relationships and advisor productivity. With a commitment to continuous improvement, you'll leverage data insights for enhanced outcomes in sales enablement and advisor capability.
Key Responsibilities:
• Develop and implement sales strategies for Wealth
• Analyze sales performance and market trends
• Build best practices for sales and service
• Design financial planning standards and tools
• Lead recognition programs to engage advisors
Requirements:
• 5–7+ years in sales eff...
In this senior-level role, you will report to the AVP of Wealth Distribution, focusing on implementing effective sales initiatives and best practices. Collaborate closely with Wealth leadership, Marketing, and Analytics to strengthen member relationships and advisor productivity. With a commitment to continuous improvement, you'll leverage data insights for enhanced outcomes in sales enablement and advisor capability.
Key Responsibilities:
• Develop and implement sales strategies for Wealth
• Analyze sales performance and market trends
• Build best practices for sales and service
• Design financial planning standards and tools
• Lead recognition programs to engage advisors
Requirements:
• 5–7+ years in sales eff...
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