Investment Services Sales Support Manager

Investment Services Sales Support Manager

At Regions, the Investment Services Sales Support Manager is responsible for leading a team focused on enhancing the performance, training, and strategic alignment of both Licensed Bankers and Financial Advisors (FA). This role ensures consistent execution of onboarding, product education, sales enablement, and consumer engagement strategies across the footprint. This role partners with senior leadership to drive growth, optimize sales effectiveness, and deliver a superior customer experience through investment and insurance solutions.

Primary Responsibilities:

• Maintains responsibility for the development and continual refinement of the Investment Services sales, service and coaching process
• Leads and manages a team of Branch Investment Coordinators and Investment Services Productivity Coaches
• Oversees onboarding, licensing, and ongoing training programs for licensed bankers and FAs
• Maintains responsibility for the creation of customized tools, resources and job aids for the sales and coaching process
• Partners closely with Area Investment Executives (AIEs), Consumer Banking Executives (CBEs), and senior leadership to align enablement strategies with business goals
• Drives adoption and effective use of key systems and tools (e.g., Adviceworks, Bridge, Growth 360, Money Guide Pro)
• Monitors performance metrics and implements strategies to improve sales productivity and consultant effectiveness
• Ensures consistent delivery of the Regions 360 approach across all investment services channels
• Ensures compliance with continuing education requirements and regulatory policies
• Assumes first line of business risk responsibility for sales, service and coaching impacts due to policy, product, or procedure changes and resolves accordingly
• Fosters a culture of collaboration, consumer partnership, and ethical sales practices
• Develops and executes marketing and communication strategies to promote advisory and transactional business growth
• Builds strong relationships with internal stakeholders and external strategic partners

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

This is a single incumbent position.

Requirements

• Bachelor's degree
• Ten (10) years of experience in banking, retail sales, investment services, or a related field

Preferences

• Series 7, 65, 66
• Life Insurance License

Skills and Competencies

• Ability to lead through influence and foster cross-functional collaboration
• Data-driven mindset with experience in performance analytics and reporting
• Demonstrated positive management/leadership skills and principles
• Excellent communication, strategic planning, and performance management skills
• Experience in a bank or financial institution with a strong consumer investment focus
• Familiarity with licensing processes, compliance standards, and continuing education requirements
• Passion for developing talent and driving consumer-centric outcomes
• Strong ability to lead by example and effectively manage a team
• Strong understanding of investment and insurance products, platforms, and client engagement strategies

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

Job Range Target:

Minimum: $122,569.15 USD

Median: $150,250.00 USD

Incentive Pay Plans: This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance. Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Location:

Riverchase Complex North Building

Hoover, Alabama

Equal Opportunity Employer/including Disabled/Veterans