Investments Sales Manager

Posted 16 Days Ago
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Austin, TX
Senior level
Fintech
The Role
Lead and manage a sales team to achieve investments sales targets, build client relationships, and monitor market trends.
Summary Generated by Built In

Job Description

It’s about investing in people, not accounts.  

Are you known for your goal-orientated mindset and always thinking one step ahead? Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? Do you enjoy providing guidance to help others accomplish big projects? If so, being an Investments Sales Manager with Frost could be for you.

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As an Investments Sales Manager, you will lead and manage a sales team, providing guidance and coaching to maximize performance. You will help bring value to the organization by identifying and targeting new business opportunities to drive revenue growth. You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance to staff, escalating issues as needed. Our managers have a genuine care for people and consistently strive to lead with integrity, caring, and excellence.

What you’ll do: 

  • Build and maintain relationships with key clients and stakeholders
  • Monitor market trends and competitor activities to stay ahead of the industry
  • Prepare and present regular sales reports and forecast to senior management
  • Meet or exceed sales targets and goals in order to maintain a high level of profitable sales
  • Maintain professional and technical knowledge by attending educational events
  • Always take action using Integrity, Caring and Excellence to achieve all-win outcomes

What you’ll need:

  • Bachelor’s degree in finance, business, or related field
  • 8+ years of experience in investments sales, with at least 5 years of experience in a leadership role
  • Proficiency in Microsoft computer applications
  • Excellent written and verbal skills

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

Top Skills

Microsoft Computer Applications
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The Company
San Antonio, TX
3,107 Employees
On-site Workplace

What We Do

At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can.

Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.

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