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Job Description:
Job Description:
The Credit Product Sr. Manager is responsible for supporting the management of credit process as well as the development and execution of product strategy to achieve responsible growth. Key activities include development and execution of product strategy, product / process design & optimization, field-based communications, and training where appropriate. Manager will also support Advisors (FAs / PWAs / PCAs), local GWIM Credit Executives and Internal SBL Sales Desk to pro-actively identify opportunities to develop effective resources and materials to appropriately position credit solutions to wealth management clients to drive product growth.
• Performance Management
• Relationship Building
• Sales Performance Management
• Sales Strategy
• Strategy Planning and Development
• Crisis Management
• Executive Presence
• Influence
• Issue Management
• Process Performance Measurement
• Adaptability
• Analytical Thinking
• Loan Structuring
• Market Analysis
• Product Management
Required Qualifications:
• 5-10 years in the credit and/or wealth management space with increasing responsibilities
Desired Qualifications:
• Successful track record of managing complex projects
• Strong communication skills
• Wealth Management credit experience
• College degree
*Open to other EC hub locations
High School Diploma / GED / Secondary School or equivalent
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