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SalaryDescription
Citizens Securities, Inc. is honored to be a high-quality provider in the investment services industry and is focused on growing our market share in our expanding footprint. As part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! In the role of the CSI Investment Sales Director, you will develop overall sales and marketing strategies, plans, and goals. You will be responsible for directing all sales and marketing activities within social network services. Your work will proactively engage affluent clients and allow you to gain a broad understanding of their financial goals through deep discovery and use of financial planning conversations, and bring forward the full affluent client value proposition in pursuit of delivering personalized financial solutions to address all client financial needs. Most importantly, you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!
Primary responsibilities include
- Establishing systematic sales and marketing strategies, developing membership campaigns, awareness functions, and a system to measure overall sales.
- Delivering marketing plans, including presentations, sponsorships and online conferences to expand membership communities.
- Evaluating the outcome of membership campaigns, promotions and other sales and marketing programs, in accordance with service standards and needs; providing solutions to discrepancies through participating in consistent meetings.
- Analyzing financial reports and sales outcomes; proposing developmental directions for the SNS business, according to current business performance standards and industry trends.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 10+ years of experience in financial services industry
- Series 7, 63, and 24 Securities Licenses required.
Hours and Work Schedule
Hours per Week: 40
Work Schedule: M-F 8-5
Pay Transparency
The salary range for this position is $165,000-$250,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
