Job Description
Qualifications
Bachelor’s degree in business, finance, related field or equivalent experience
Minimum of ten years proven wealth management sales experience or equivalent, including a minimum of three years’ sales management experience or equivalent
Series 7, +, 10, 63, 65 (or 66 in lieu of the 63 and 65) and Life and Health insurance licenses
Solid understanding of the mortgage banking industry, mortgage products, investor underwriting and compliance guidelines
Strong managerial, sales, analytical, decision-making, and communications skills
Strong knowledge of businesses managed; products and services delivered, operations supporting them and pertinent regulations affecting their delivery
Proven track record in relationship management in the Wealth Management sector
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
Coaching sales techniques, best practice and sales management on a team and one to one basis
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position
Benefits
For this role, HSBC targets a pay range between $208,700.00 and $313,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits
Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”)
Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment
Responsibilities
The role of Market Manager (‘MM’) is to lead and develop a team of Wealth Center Managers (WCM), Investment Consultants (IC) and Relationship Managers (RM) and any other assigned licensed persons, as well as collaborate with the Mortgage and Lending sales team to ensure achievement of the business objectives and key performance indicators of his/her assigned market
The MM has a central role to play in effectively leading and implementing change as an integral part of delivering the Wealth and Personal Banking (“WPB”) strategy
The MM has the role as the FINRA supervisory principal to provide reasonable supervision of the activities of his/her assigned licensed personnel in accordance with applicable regulation and HSBC Securities written supervisory policies
Lead a team to deliver the key performance indicators (KPIs) and plan
Ensure sales activity management and the sales processes are used to effectively meet customer needs
Lead and mentor a team of licensed sales personnel within a designated market, the sales process model, personal financial review, product knowledge and accurate sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit
Strong leadership and collaboration to ensure that loan consultants are successful
Monitor and act on sales activity management information and other internal information tools, using them to mentor your team and achieve the business goals
Identify and act on factors that would increase local competitiveness
Business Performance metrics
Utilize the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate FCs use the support provided by specialists
Accompany sales personnel on calls for larger or more complex accounts and/or clients
Implement customer relationship and proposition strategies
Job description
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.
We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The role of Market Manager (‘MM’) is to lead and develop a team of Wealth Center Managers (WCM), Investment Consultants (IC) and Relationship Managers (RM) and any other assigned licensed persons, as well as collaborate with the Mortgage and Lending sales team to ensure achievement of the business objectives and key performance indicators of his/her assigned market.
The MM has a central role to play in effectively leading and implementing change as an integral part of delivering the Wealth and Personal Banking (“WPB”) strategy.
The MM has the role as the FINRA supervisory principal to provide reasonable supervision of the activities of his/her assigned licensed personnel in accordance with applicable regulation and HSBC Securities written supervisory policies.
As our Market Manager you will:
• Lead a team to deliver the key performance indicators (KPIs) and plan
• Ensure sales activity management and the sales processes are used to effectively meet customer needs
• Lead and mentor a team of licensed sales personnel within a designated market, the sales process model, personal financial review, product knowledge and accurate sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit
• Strong leadership and collaboration to ensure that loan consultants are successful
• Monitor and act on sales activity management information and other internal information tools, using them to mentor your team and achieve the business goals
• Identify and act on factors that would increase local competitiveness
• Business Performance metrics
• Utilize the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate FCs use the support provided by specialists
• Accompany sales personnel on calls for larger or more complex accounts and/or clients
• Implement customer relationship and proposition strategies
For this role, HSBC targets a pay range between $208,700.00 and $313,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements
You´ll likely have the following qualifications to succeed in this role:
• Bachelor’s degree in business, finance, related field or equivalent experience
• Minimum of ten years proven wealth management sales experience or equivalent, including a minimum of three years’ sales management experience or equivalent
• Series 7, +, 10, 63, 65 (or 66 in lieu of the 63 and 65) and Life and Health insurance licenses
• Solid understanding of the mortgage banking industry, mortgage products, investor underwriting and compliance guidelines
• Minimum of five years proven and progressive mortgage sales experience or equivalent, emphasizing supervisory or management experience or equivalent; previous mortgage underwriting experience preferred
• Strong managerial, sales, analytical, decision-making, and communications skills
• Strong knowledge of businesses managed; products and services delivered, operations supporting them and pertinent regulations affecting their delivery
• Proven track record in relationship management in the Wealth Management sector
• Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
• Coaching sales techniques, best practice and sales management on a team and one to one basis
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.
You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference.
We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, ****** orientation, gender identity or expression or any other trait protected by applicable law.
Bachelor’s degree in business, finance, related field or equivalent experience
Minimum of ten years proven wealth management sales experience or equivalent, including a minimum of three years’ sales management experience or equivalent
Series 7, +, 10, 63, 65 (or 66 in lieu of the 63 and 65) and Life and Health insurance licenses
Solid understanding of the mortgage banking industry, mortgage products, investor underwriting and compliance guidelines
Strong managerial, sales, analytical, decision-making, and communications skills
Strong knowledge of businesses managed; products and services delivered, operations supporting them and pertinent regulations affecting their delivery
Proven track record in relationship management in the Wealth Management sector
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
Coaching sales techniques, best practice and sales management on a team and one to one basis
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position
Benefits
For this role, HSBC targets a pay range between $208,700.00 and $313,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits
Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”)
Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment
Responsibilities
The role of Market Manager (‘MM’) is to lead and develop a team of Wealth Center Managers (WCM), Investment Consultants (IC) and Relationship Managers (RM) and any other assigned licensed persons, as well as collaborate with the Mortgage and Lending sales team to ensure achievement of the business objectives and key performance indicators of his/her assigned market
The MM has a central role to play in effectively leading and implementing change as an integral part of delivering the Wealth and Personal Banking (“WPB”) strategy
The MM has the role as the FINRA supervisory principal to provide reasonable supervision of the activities of his/her assigned licensed personnel in accordance with applicable regulation and HSBC Securities written supervisory policies
Lead a team to deliver the key performance indicators (KPIs) and plan
Ensure sales activity management and the sales processes are used to effectively meet customer needs
Lead and mentor a team of licensed sales personnel within a designated market, the sales process model, personal financial review, product knowledge and accurate sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit
Strong leadership and collaboration to ensure that loan consultants are successful
Monitor and act on sales activity management information and other internal information tools, using them to mentor your team and achieve the business goals
Identify and act on factors that would increase local competitiveness
Business Performance metrics
Utilize the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate FCs use the support provided by specialists
Accompany sales personnel on calls for larger or more complex accounts and/or clients
Implement customer relationship and proposition strategies
Job description
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers.
We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The role of Market Manager (‘MM’) is to lead and develop a team of Wealth Center Managers (WCM), Investment Consultants (IC) and Relationship Managers (RM) and any other assigned licensed persons, as well as collaborate with the Mortgage and Lending sales team to ensure achievement of the business objectives and key performance indicators of his/her assigned market.
The MM has a central role to play in effectively leading and implementing change as an integral part of delivering the Wealth and Personal Banking (“WPB”) strategy.
The MM has the role as the FINRA supervisory principal to provide reasonable supervision of the activities of his/her assigned licensed personnel in accordance with applicable regulation and HSBC Securities written supervisory policies.
As our Market Manager you will:
• Lead a team to deliver the key performance indicators (KPIs) and plan
• Ensure sales activity management and the sales processes are used to effectively meet customer needs
• Lead and mentor a team of licensed sales personnel within a designated market, the sales process model, personal financial review, product knowledge and accurate sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit
• Strong leadership and collaboration to ensure that loan consultants are successful
• Monitor and act on sales activity management information and other internal information tools, using them to mentor your team and achieve the business goals
• Identify and act on factors that would increase local competitiveness
• Business Performance metrics
• Utilize the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate FCs use the support provided by specialists
• Accompany sales personnel on calls for larger or more complex accounts and/or clients
• Implement customer relationship and proposition strategies
For this role, HSBC targets a pay range between $208,700.00 and $313,000.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.
Requirements
You´ll likely have the following qualifications to succeed in this role:
• Bachelor’s degree in business, finance, related field or equivalent experience
• Minimum of ten years proven wealth management sales experience or equivalent, including a minimum of three years’ sales management experience or equivalent
• Series 7, +, 10, 63, 65 (or 66 in lieu of the 63 and 65) and Life and Health insurance licenses
• Solid understanding of the mortgage banking industry, mortgage products, investor underwriting and compliance guidelines
• Minimum of five years proven and progressive mortgage sales experience or equivalent, emphasizing supervisory or management experience or equivalent; previous mortgage underwriting experience preferred
• Strong managerial, sales, analytical, decision-making, and communications skills
• Strong knowledge of businesses managed; products and services delivered, operations supporting them and pertinent regulations affecting their delivery
• Proven track record in relationship management in the Wealth Management sector
• Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
• Coaching sales techniques, best practice and sales management on a team and one to one basis
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment.
You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference.
We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, ****** orientation, gender identity or expression or any other trait protected by applicable law.
💡 Quick Summary
Seeking a career-building opportunity? The Market Manager| Florida Mid Atlantic position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
