Business Manager (Heidelberg)
Core
Lead a hybrid team of 15–20 Financial Advisers to drive profitability, manage sales, and oversee operational processes within a specific business area.
Role type
Senior sales manager (financial services)
Builds
Financial advisory services and client solutions
Domain
Financial services / Wealth management
Required skills
Team leadership, Sales strategy execution, Budgeting, Performance management, Client relationship management, Risk management, Business plan implementation, Coaching, Commercial acumen
Preferred skills
Previous sales manager experience, 24 months service as a Financial Advisor, Strong administrative capabilities
Technologies
Sales software
Responsibilities
Manage and report on the performance of a substantial, diverse team; Develop and implement relationship management plans for complex customer accounts; Configure complex product-and-services solutions; Develop and deliver budget plans; Recruit and coach financial advisers
Seniority
Senior, hands-on IC