Manager - Wealth Management Business Development

Summary: Supports the Wealth Management “WMâ€� managers with research, development, implementation and tracking of strategic business/marketing plans and product development to achieve LOB goals and objectives for further integration into the bank by performing the following duties.


Essential Duties and Responsibilities include the following. Other duties may be assigned.

Gain working knowledge of all Lines of Business (LOB) in Wealth Management (WM) including profitability and revenue goals

Supports WM managers in the research, development and execution of strategic and tactical business plans, including product design and staff training 

Coordinates, tracks and provides analysis for sales activities, including commercial referrals for WM

Acts as primary liaison with bank intranet team and strategic services group for the WM LOB for new and on-going projects

Collects, analyzes, and utilizes competitive information and prospective customer data in the development of WM business plans to reach revenue goals based on market potential and competitive environment

Review industry trends and opportunities for new product offerings

Sponsors LOB staff planning sessions to provide feedback on, and recommendations for, business development efforts and related results

Participates in weekly management session with staff to ensure effective and frequent feedback on LOB performance versus goal and to identify emerging issues

Provides periodic reporting in concert with LOB managers to WM director and senior management on trends for the Line of Business

Works with internal business partners to ensure timely and effective delivery of WM services to their respective qualified customers

Works with the marketing department on branding, promotion, event related marketing, public relations and advertising strategy objectives and tactics to help reach LOB revenue goals

Secondary Duties  

Prepares internal and external presenations and  quarterly presentaions to management

Assists with work for the Affluent Banking Committee

Assists with preparation for, and participates in, the quarterly Private Bankers' meetings

Handles special assignments from Director of Wealth Managemnt and LOB Managers


Supervisory Responsibilities  

This job has no supervisory responsibilities.


Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience  

Fifth year college or university program certificate; several years of related experience and/or training; or equivalent combination of education and experience.  Prefer five years related experience in addition to education.

Language Skills

Ability to communicate effectively orally and in writing using the English language; Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; Ability to write reports, business correspondence, and procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills  

Ability to work with mathematical concepts such as probability and statistical inference; Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

Reasoning Ability  

Ability to define problems, collect data, establish facts and draw valid conclusions; Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.


Computer Skills

Ability to learn or knowledge of Microsoft Office products including Microsoft Word, Excel, Access and Powerpoint; Ability to learn or knowledge of Outlook email program


Certificates, Licenses, Registrations

No specific certifications, licensure or registrations are needed to satisfactorily perform this job.


Competencies  

To perform the job successfully, an individual should demonstrate the following competencies:

Business Skills - Pays close attention to detail; Possesses good organizational skills; Exhibits basic accounting skills; Has knowledge of basic bank products such as depository accounts and investment vehicles.

Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations.

Project Management - Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.

Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities.

Customer Service - Solicits customer feedback to improve service; Responds to requests for service and assistance.

Interpersonal Skills - Focuses on solving conflict, not blaming; Remains open to others' ideas and tries new things.

Oral Communication - Listens and gets clarification; Demonstrates group presentation skills.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Visionary Leadership - Displays passion and optimism; Provides vision and inspiration to peers and subordinates.

Change Management - Develops workable implementation plans; Communicates changes effectively; Monitors transition and evaluates results.

Delegation - Sets expectations and monitors delegated activities.

Leadership - Exhibits confidence in self and others; Accepts feedback from others.

Core Values - Has a high level of commitment to service to all of our customers, both external and internal; Honors others and acts with integrity and ethics; Promotes Hancock Holding Company in safety and financial strength and stability; Exhibits teamwork and the value that no one person is more important than another; Accepts personal responsibility for actions.

Business Acumen - Understands business implications of decisions; Demonstrates knowledge of market and competition; Aligns work with strategic goals.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Benefits organization through outside activities.

Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Organizes or schedules other people and their tasks.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

Quantity - Completes work in timely manner; Strives to increase productivity; Works quickly.

Safety and Security - Observes safety and security procedures; Uses equipment and materials properly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Undertakes self-development activities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.


Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel such as using a computer mouse or writing and talk or hear in person or on the telephone with other employees, supervisors and in some cases the general public and board of directors. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.


Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Assignment of Duties

NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBLITIES TO THE JOB AT ANY TIME.