Vice president & sales manager job description

Essential Functions:

* Leads and develops team of direct reports and all assigned broker sales personnel.
* Responsible for the overall P&L of the Division to achieve Sales Plan objectives in a profitable manner while maintaining brand standards and vision.
* Coordinates the activities of distributors within assigned area of responsibility insuring the implementation of all sales and marketing programs across the portfolio. Measures distributor effectiveness in sales, merchandising activities and pricing. Aligns distributor network with WFE long term strategies.
* Analyzes and evaluates market opportunities through field assessments and market data analyses.
* Develops pricing plans and strategies to achieve desired price guidance by brand both at point of purchase and to distributor network.
* Develops and implements regional market plans at the distributor level to include the measurement and analysis of distributor performance against objectives.
* Partners with national accounts teams, on and off premise, to coordinate programs within area of responsibility.
* Motivates and builds commitment with distributor management / broker partners and sales force to achieve sales objectives, while increasing Wente Family Estates "share of mind" within their organization.
* Conducts business duties in a professional, effective, and efficient manner within corporate and budgetary guidelines.
* Establishes and conducts regular sales meetings for wholesale management and sales personnel.
* Coordinates the introduction of new products for assigned markets.
* Supervises and monitors the allocation and use of all point-of-sale materials in accordance with budgeting and account/market objectives.
* Ensures distributors maintain adequate product inventory levels and demonstrates proper inventory rotation.

Qualifications & Skill Sets:

* A Bachelor's degree or equivalent job experience is required.
* 10 years of consumer product sales, preferably in the beverage alcohol industry, and prior sales management and people leadership experience required.
* Demonstrated ability to lead and inspire a team; the ability to motivate and influence others as well as those who are not in a direct reporting relationship.
* Strong relationships and market knowledge of the Northeast and Midwest.
* Ideal candidate would preferably be based in NYC (Metro Area), New Jersey, Boston, Philadelphia, Connecticut or Washington DC.
* Outstanding communication and interpersonal skills.
* Superb financial analysis skills.
* Flexibility.
* Passionate customer advocacy.
* Deep understanding of changing market dynamics.
* Entrepreneurial spirit: must be a self-starter who is able to work with a minimum amount of direction.
* Must be able to interface with various levels of management at wholesale, retail, agencies, and intermediaries.
* Strong knowledge and familiarity of Distributor Trade Practices and Marketing guidelines are required (beverage alcohol industry preferred).
* Must h

AVP Merchant Sales and Servicing Manager is responsible for the sales management, development, marketing, delivery, and servicing of the Bank's merchant processing offerings.
Sales and Service

Primarily responsible for selling merchant payment processing (including Visa, Amex, Discover, MasterCard, checks, gift cards etc) and the corresponding hardware and software. Develop new merchant processing relationships with small to medium sized businesses.

Exercise responsibility for the customer-by-customer pricing of the Bank's merchant processing product.

Make sales calls on prospects and customers and write proposals as required.

Acquire new merchant services relationships through networking with outside referral sources and current customer base in addition to cold calling to get additional referrals, and working with internal business partners to generate referral sources for sales opportunities.

Assist branch and commercial services personnel in initiating, developing, and enhancing relationships with corporate prospects and customers.

Responsible for the development of an effective calling program to attract new merchant relationships and maintaining a strong pipeline for new revenue growth.

Effectively cross sell the bank's cash management and deposit products.

Provide sales leadership, direction, coaching/mentoring to encourage a consultative sales approach and to create value-added payment processing alternative for USB customers.

Assist customers with the setup and implementation of all merchant processing equipment and software products.

Completing any required paperwork for new customers.

Assist in the research and successful resolution of customers' problems and questions.

Manage direct reports, departmental customer servicing and technical support person(s).

Systems and Products

Acquire and maintain a thorough knowledge of Elavon's product offerings and provide training and on-going technical support for these products to both internal and external customers.

Develop competitively priced products to compete in the markets we serve.

Keep abreast of trends and changes in product lines and in the marketplace to insure Union Savings Bank maintains its competitive position.

Human Resources

Team Development: motivate personnel and promote workplace enthusiasm; provide opportunities for professional growth through education/training; provide the tools/skills (cross train) necessary for employee growth at USB.

Manage HR processes for direct reports (performance/incentive/introductory period reviews, recruitment, career development, training, interviews, disciplinary/corrective actions, etc.)

Community Involvement

Promote the ongoing interest of the Bank whenever and wherever possible. Participate in a variety of community and civic activities and represents the Bank (or insure representation) at all appropriate community functions.

Qualifications

Education

Required

+ Bachelors or equivalent work experience or better in Business Administration

Experience

Required

+ 2-5 years: Banking Experience

+ 2-5 years: Merchant Sales Experience

Preferred

+ 2-5 years: Supervisory Experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

The Sales Practice Manager will be responsible for identifying and reviewing potential sales practice issues. Responsible for managing escalations and outreach to the field and senior level stakeholders. Responsible for managing complex, high risk escalations from end-to-end and outreach to the field and executive level stakeholders.
Primary Responsibilities Include


Plan and participate on complex reviews with limited supervision and guidance, including a determination of the books, records and documents requiring examination.

Ability to initiate and complete high quality reviews, including an ability to work quickly on multiple time-sensitive matters.

Organize and prepare the monthly proactive reporting for the sales practice review team.

Assist with closing monthly proactive reviews completed by the sales practice review team by performing a quality assurance check of the closing documentation.

Conduct planned reviews by way of interviews with the business, conduct reviews of books, records, documents; and performing data analysis.

Collect, organize, and analyze information from a variety of sources to be used in the development of reviews of potential sales practice issues, including broker-dealer documents, trading, and financial information.

Conduct interviews with parties relevant to the review, where necessary.

Complete reviews by consolidating the various factual details of a sales practice review into a final report.

Present findings (orally and/or in writing) to management and other potential constituents in an organized, concise, and timely fashion.

Proactively identify patterns and trends in reviews that may have impact to more than one customer, more than one advisor, a region and/or national impact.

Overall work is subject to review and correction by the Supervisory Sales Practice Review Team Manager, Director and/or the Head of Sales Practices.

Provide support in firm disciplinary proceedings.

Use computer resources and software applications for data and information analysis pursuant to department procedures.

Responsible for influencing, clearly articulating, and aligning stakeholders to final resolution.


Skills & Competencies


Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.

Demonstrates a high level of critical thinking, analytical research, and quantitative skills.

Strong written and verbal communications skills, including an ability to gather evidence through the use of telephone and in-person interviews.

Strong organizational skills with exceptional attention to detail.

Familiarity with the use of computer programs with the full suite of office software applications.

Ability to identify the data needed and run ad-hoc reporting for the sales practice review team.

Able to assist with developing and testing new reports with limited supervision and guidance.

Ability to run a variety of metrics on a monthly basis for the sales practice review team

Strong oral and written communication skills.

Possess strong time management skills.

Possess strong computer skills (e.g., Access, Excel, Word, and PowerPoint).

Demonstrated communications ability.

Deep understanding and experience of advisory services and a multitude of products and complex client accounts


Required Years of Experience


7+ years in the securities and investment industry


Licenses, Designations, and Education Requirements


Active and valid FINRA Series 7 and one or more of the following licenses are required to be considered for the role: FINRA Series 66 (63,65), 9/10 (4,24,53)

FINRA Series 7, 66 (63,65), 9/10 (4,24,53), all licenses are required to perform all job duties associated with the role.

If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment.


Required Education


Bachelor's Degree preferred

Advanced knowledge of securities industry rules, regulations and guidelines and significant and equivalent experience in a directly related securities industry position may substitute for bachelor's degree

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans