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Private Client Sales Manager

About Us

 

Are you someone who seeks opportunity and has a true desire to grow your career with an organization that has enriched the lives of its clients and communities in the Greater Washington region for more than 150 years? If so, Sandy Spring Bank may be the perfect fit for you!

 

Sandy Spring Bank is a growing financial services company focused on creating real experiences for our employees, clients, shareholders and communities. We are proud to have been certified as A Great Place To Work®, recognized by The Washington Post and the Baltimore Sun as a Top Workplace, by Forbes magazine as the #1 Bank in Maryland, as well as by American Banker as a Best Bank to Work For. It is our employees who play an integral role in shaping who we are as a company and upholding what matters most to us: people and relationships.

 

To help us attract the highest quality individuals, we offer a comprehensive benefits package to those who qualify. We offer competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance and volunteer opportunities. We are proud to offer those, and so much more, making Sandy Spring Bank a remarkable place to work and build a career.

 

About The Job

Sandy Spring Bank is currently recruiting a Private Client Sales Manager in the Private Client Group.  If you are the chosen candidate, you will be responsible for trust growth, investment management, wealth planning and private banking activities by providing vision, direction and leadership.  You will have sales responsibility for generating trust and private banking new business.  You will be part of the Private Client Group management team.

Responsible for growth strategies including marketing, accurate forecasting, incentives, scorecards and developing internal and external referrals.  Key leader in creating and building out our financial planning capabilities.  Manages risk across all areas of responsibility by continuously ensuring controls are in place and evaluating the risk of new opportunities.  Possesses technical competence, broad business acumen and the ability to incorporate compliance measures into the day to day functions and future strategy of the business.

Team player who possesses the ability to identify talent, develop and coach people.  Adept in the management of change, with the ability to assess partnership needs and articulate a vision.

 

Areas of Focus:

  • Sales Management

  • Talent Management

  • Organizational Integration

Required Skills:

  • Senior business professional with broad sales experience in trust, investment management and private banking

  • CFP is required.  Experience in creating comprehensive personal and business financial plans for high net worth clients.  Ability to source planning opportunities through internal and external resources.

  • Undergraduate degree is required.  An advanced degree and/or professional certification is preferred.

  • Ten to 15 years of experience leading sales teams and revenue/expense management is preferred.

  • Talent management including recruiting, training, coaching and motivating.

  • Strong leadership abilities combined with superior long-term and short-term planning and problem-solving skills.

  • Strong strategic vision and organizational planning skills.

  • Exceptional interpersonal skills, a collaborative style, and the ability to communicate effectively at all levels.

Sandy Spring Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment substance abuse testing. 

Sandy Spring Bank requires COVID-19 vaccination(s) as a condition of employment for all employees.  Submission of Covid-19 Vaccination Card is required if hired.  Accommodations may be available for those who are unable to be vaccinated for medical or religious reasons.

If you require a reasonable accommodation to apply for a position, please call our job line at 1-800-399-5919 and select option 5. Requests are considered on a case-by-case basis.