National Director of Sales - NT OCIO+, Wealth Management
Core
Develop, implement, and oversee the national sales strategy for the institutional OCIO practice, driving new client acquisition across foundation, endowment, retirement, healthcare, association, and educational segments.
Role type
National Director of Sales (Institutional OCIO)
Builds
Institutional OCIO sales organization and national growth strategy
Domain
Wealth Management / Institutional Asset Servicing
Deliverable
client delivery
Required skills
national sales strategy, market segmentation, pipeline management, sales coaching, talent development, regulatory compliance (Series 7/63/24), forecasting, CRM management
Preferred skills
experience in institutional sales, OCIO practice knowledge, leadership of sales teams
Responsibilities
Maintain national go-to-market framework, identify market expansion opportunities, develop revenue growth strategies, coach sales professionals, manage new business pipeline, forecast new assets and revenue, build internal distribution connections
Seniority
Director, strategic leadership & team management