Investment Services Regional Sales Manager page is loaded## Investment Services Regional Sales Managerlocations:
Cleveland, OHtime type:
Full timeposted on:
Posted Todayjob requisition id:
2026-00139## Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.## **Join our team. Make a difference - for us and for your future.****Position Title:** Investment Services Regional Sales Manager**Business Unit:** WM - FNIS**Reports to:** Market Executive - Wealth Management**Position Overview:**This position is primarily responsible for leading a team of Financial Professionals and overseeing the sales functions related to investment products and services. The Regional Sales Manager (RSM) is primarily responsible for the training and development of the regional team of Financial Professionals and Licensed Bank Employees. The RSM works with the regional team to set targets, develop strategies, and ensure the team meets or exceeds its revenue goals.**Primary Responsibilities:****Team Leadership:** Recruit, train, and manage a team of Financial Professionals and Licensed Bank Employees. Provide leadership, guidance, and motivation to the sales team to achieve targets. Conducts performance evaluations and provide feedback to team members.**Sales Strategy Development:** Develops sales strategies and plans to achieve revenue targets. Collaborates with Program Management and internal business partners to develop teams and effective cross sales strategies. Develops and executes a schedule of communications with Retail and other internal business partners to keep them informed of and promote referral opportunities.**Client Relationship Management:** Manages and develops financial professionals to build and maintain relationships with clients to understand their investment needs and preferences. Manage and develop Financial Professionals to provide personalized investment advice and recommendations based on clients' financial goals and risk tolerance.**Sales Performance Monitoring:** Monitors sales activities, tracks progress towards targets, and analyzes sales data to identify areas for improvement. Monitors sales performance metrics and KPIs to evaluate individual and team performance.**Compliance and Risk Management:** Ensures compliance with regulatory requirements and company policies. Assists in overseeing sales practices to mitigate potential financial and reputational risks.
Stay updated on industry regulations and best practices related to investment sales.**Training and Development:** Provides ongoing training and professional development opportunities to regional team members (dedicated financial professionals and licensed bank employees). Keeps the team informed about new investment products, services, and market trends. Fosters a culture of continuous learning and skill development within the regional team.Performs other related duties and projects as assigned.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.**Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:**BA or BS**Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:**10**Skills Required to Perform the Primary Responsibilities of this Position:**Excellent management skillsExcellent organizational, analytical and interpersonal skillsExcellent communication skills, both written and verbalExcellent customer service skillsMS Word - Intermediate LevelMS Excel - Intermediate LevelMS PowerPoint - Intermediate LevelAbility to use a personal computer and job-related softwareStrong understanding of investment products, financial markets and industry regulationsTen years' experience and proven track record of success in investment sales or financial services**Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:**Valid Drivers LicenseFINRA Series 7, 63 & 65 or 66, State LAH are requiredCFA or CFP certifications are a preferred**Physical Requirements or Work Conditions Beyond Traditional Office Work:**Frequent driving (car, van, truck)### **Equal Employment Opportunity (EEO):**It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.# A culture of teamwork. A history of success.As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified
professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.Our consistent recognition as a **best place to work** and **top workplace** by our own employees symbolizes the outstanding culture we represent.# # **Sign up for Job Alerts:****A simple and easy way to stay up to date on career opportunities available.**You now have the ability to **sign up for job alerts** through your candidate profile.To enroll you will need to create or sign into your candidate profile and select "job alerts".By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests. #J-18808-Ljbffr
Cleveland, OHtime type:
Full timeposted on:
Posted Todayjob requisition id:
2026-00139## Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.## **Join our team. Make a difference - for us and for your future.****Position Title:** Investment Services Regional Sales Manager**Business Unit:** WM - FNIS**Reports to:** Market Executive - Wealth Management**Position Overview:**This position is primarily responsible for leading a team of Financial Professionals and overseeing the sales functions related to investment products and services. The Regional Sales Manager (RSM) is primarily responsible for the training and development of the regional team of Financial Professionals and Licensed Bank Employees. The RSM works with the regional team to set targets, develop strategies, and ensure the team meets or exceeds its revenue goals.**Primary Responsibilities:****Team Leadership:** Recruit, train, and manage a team of Financial Professionals and Licensed Bank Employees. Provide leadership, guidance, and motivation to the sales team to achieve targets. Conducts performance evaluations and provide feedback to team members.**Sales Strategy Development:** Develops sales strategies and plans to achieve revenue targets. Collaborates with Program Management and internal business partners to develop teams and effective cross sales strategies. Develops and executes a schedule of communications with Retail and other internal business partners to keep them informed of and promote referral opportunities.**Client Relationship Management:** Manages and develops financial professionals to build and maintain relationships with clients to understand their investment needs and preferences. Manage and develop Financial Professionals to provide personalized investment advice and recommendations based on clients' financial goals and risk tolerance.**Sales Performance Monitoring:** Monitors sales activities, tracks progress towards targets, and analyzes sales data to identify areas for improvement. Monitors sales performance metrics and KPIs to evaluate individual and team performance.**Compliance and Risk Management:** Ensures compliance with regulatory requirements and company policies. Assists in overseeing sales practices to mitigate potential financial and reputational risks.
Stay updated on industry regulations and best practices related to investment sales.**Training and Development:** Provides ongoing training and professional development opportunities to regional team members (dedicated financial professionals and licensed bank employees). Keeps the team informed about new investment products, services, and market trends. Fosters a culture of continuous learning and skill development within the regional team.Performs other related duties and projects as assigned.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.
Compliance with regulatory laws and company procedures is a required component of all position descriptions.**Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:**BA or BS**Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:**10**Skills Required to Perform the Primary Responsibilities of this Position:**Excellent management skillsExcellent organizational, analytical and interpersonal skillsExcellent communication skills, both written and verbalExcellent customer service skillsMS Word - Intermediate LevelMS Excel - Intermediate LevelMS PowerPoint - Intermediate LevelAbility to use a personal computer and job-related softwareStrong understanding of investment products, financial markets and industry regulationsTen years' experience and proven track record of success in investment sales or financial services**Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:**Valid Drivers LicenseFINRA Series 7, 63 & 65 or 66, State LAH are requiredCFA or CFP certifications are a preferred**Physical Requirements or Work Conditions Beyond Traditional Office Work:**Frequent driving (car, van, truck)### **Equal Employment Opportunity (EEO):**It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.# A culture of teamwork. A history of success.As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified
professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.Our consistent recognition as a **best place to work** and **top workplace** by our own employees symbolizes the outstanding culture we represent.# # **Sign up for Job Alerts:****A simple and easy way to stay up to date on career opportunities available.**You now have the ability to **sign up for job alerts** through your candidate profile.To enroll you will need to create or sign into your candidate profile and select "job alerts".By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests. #J-18808-Ljbffr