Investment Services Regional Sales Manager (Finance)

Location: City Plaza, Baton Rouge, Louisiana, United States

Company

hirify.global is a financial services organization with retail banking, wealth management, and investment programs.

What you will do

• Recruit, train, develop, supervise, and evaluate a regional retail investment sales force.
• Set and implement strategic sales plans across branch networks and multiple markets.
• Build relationships with bank leaders, wealth teams, advisors, and third-party broker-dealer partners to generate referrals and new business.
• Use a consultative sales process to assess client needs, recommend investment solutions, and develop individualized financial plans.
• Coach advisors and develop the licensed platform banker program to improve performance against sales and revenue goals.
• Monitor industry and regulatory changes, maintain controls, and support regional forecasts and budgets.

Requirements

• Bachelor’s degree preferred in business, finance, accounting, or a related field.
• At least 10 years of sales, investment, management, business development, and customer service experience, including team leadership.
• Must currently hold SIE, Series 24, Series 7, and Series 66 licenses in good standing; current Series 63 and Series 65 registrations may substitute for Series 66.
• Demonstrated ability to motivate and lead associates to achieve established goals.
• Ability to travel as required, work under stress, meet deadlines, and perform essential physical duties.

Nice to have

• CFP certification.
• Strategic planning and sales forecasting experience.

Culture & Benefits

• Full-time employment.
• Work includes collaboration with retail markets, wealth teams, bank leadership, and community organizations.
• Equal opportunity employment practices apply.