Own and drive a defined Eastern Region territory — independently developing and executing a comprehensive strategy to identify, target, and win new business.
Drive aggressive new business prospecting through cold calling, targeted outreach, and face-to-face meetings — consistently building and filling a robust pipeline of net-new opportunities.
Develop sales presentations for delivery to prospective clients
Create and deliver proposals to prospective clients.
Utilize company resources as needed to secure commitments.
Ensure successful handoff of new clients to financial advisory teams
Attend industry events and trade shows for the purpose of generating leads and closing sales
Stay informed on industry trends, changes in industry regulations and the competitive landscape
Work with management and product development team to refine existing products as needed
Consistently generate new depository advisory clients and exceed targeted revenue goals through disciplined prospecting and follow-through.

Experience in strategic sales planning and execution.
Knowledge of contracting, negotiating, and change management.
Experience selling to C-Suite Executives, ideally CEO/CFO/CLO/Finance or Lending professionals
Fundamental understanding of finance and banking, capital markets, lending or treasury functions
Work requires professional written and verbal communication and interpersonal skills
Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects
PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint.
Demonstrated track record of aggressive external business development, including extensive cold calling, pipeline management, and CRM software proficiency.
Product training and product demonstration experience required.

Director, Sales & Client Relations

Key skills