Regional Sales Director jobs in United States, Ohio, Cleveland

Job Description:

The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.

Responsibilities:

• Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales

• Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained

• Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed

• Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank

• Captures market intelligence and delivers feedback to leadership team

• Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences

Skills:

• Business Development
• Client Management
• Customer and Client Focus
• Influence
• Prospecting
• Active Listening
• Adaptability
• Negotiation
• Networking
• Relationship Building
• Client Solutions Advisory
• Emotional Intelligence
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

Rqualifications :

• 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
• Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
• The ability to be a strong individual contributor with a team player attitude.
• Ability to drive long distances with possible overnight stays

Desired
qualifications:

• The ability to work independently or in a team environment
• Established dealer relationships within the market
• Undergraduate degree

Job Summary

We are looking for a proven first-line sales leader with great energy, leadership, and initiative to drive team performance and revenue growth for our sales team. This role will entail:

• Deeply understanding your customers’ needs by doing the research to develop insight into their priorities
• Bring support to your team by participating in and leading prospect meetings
• Deep dive into weekly territory pipeline and forecasting activities to coach direct reports on strategies to drive closure
• Actively engage in territory planning and development, relationship development and opportunity to drive revenue by supporting and assisting your team in closing opportunities
• Lead a high-performance sales culture that delivers results in bookings, sales development, and forecast accuracy while simultaneously mentoring and developing your team
• In-depth technical knowledge of our portfolio with the ability to take a holistic approach to help solve our customers' problems
• Drive and oversee team selling opportunities
• Holds team and self accountable to achieve challenging goals while maintaining a forward-thinking approach when faced with setbacks
• Ability to communicate with leaders at all levels, including C-suite and establishes open and trusting relationships
• Successfully influences others through change management
• Development of a winning team, including recruiting, hiring and training while upholding our core values.

Preferred Qualifications

• Experience and knowledge of SaaS-based architectures, ideally in a networking and/or security industry
• Experience with channel and partner sales models
• Proven leader with the ability to create high performing teams in a rapidly growing sales environment
• Year over year track record of successful sales pipeline management and results
• Highly driven individual with an execution focus and a strong sense of urgency with an entrepreneurial mindset
• Track record of consistently delivering revenue numbers and goals while maintaining a focus on team development and growth
• Capable of successfully managing significant client escalations and issues
• Excellent at influencing others, both externally and internally; ability to communicate effectively and build consensus across various functional groups to achieve goals
• You're a leader and you know that to get the best results, you also have to be a great team player, building excellent rapport and collaboration with cross-functional teams

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $332400/YR - $457050/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate