Wealth Sales Platform Manager

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JOB FUNCTION / SUMMARY:

The Wealth Sales Management Platforms Utilization Manager will be responsible for all aspects of operations and configuration of the sales management toolsets used within consumer wealth and in accordance with the unified Wealth Management strategy.    

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Provide support and guidance to a multi-functional staff of associates and system users.
• Sales platforms partner liaison and relationship manager for toolset and day-to-day end user utilization coach. Including but not limited to:
  • Service Requests
  • User training
  • End User report writing
  • Technology Assisted Lead Generation and Distribution
  • Sales and Lead Generation Performance Monitoring and Report Writing
  • System Configuration including data and application integration across sales platform toolsets including upstream and downstream applications and relevant workflows (operational and technical)
  • Enhancement and release management coordination.  Accountable for understanding releases and providing business requirements/enhancement requests to technology partner; and for business requirement documents that drive platform-level changes.

• Wealth Sales Practice SME with responsibility for communicating changes, enhancements, and platform information to appropriate stakeholders on a regular basis to drive awareness and adoption of platform’s functionality, standards, and changes.

• Develop and maintain sales analytics oversight working with Finance on ongoing sales analytics.
• Responsible for ensuring that Policies, Procedures and Workflows properly integrate with the sales platform toolsets.  Identify and recommend changes to policies, procedures and reporting related to advisory solutions.
• Responsible for technical conversions and interfaces between sales platform toolset and ancillary systems.
• Responsible for all aspects of testing of the sales platform toolsets related system releases, enhancements, processes, and/or workflow changes.   
• Responsible for all aspects of technology maintenance and support of advisory platform toolsets and liaison with senior IT management.
• Manage relationships and interact directly with internal sales staff and sales leadership.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor’s degree in accounting, Finance or Business Administration, and advanced degree preferred
• 5 years Brokerage, Trust, and/or Investment Management experience required; 7+ preferred
• Prior management experience preferred
• Experienced to Advanced understanding of financial analysis and accounting in a Brokerage, Trust, and/or Investment management organization; securities processing; investments; financial services IT systems; budgeting; banking, trust and investments regulatory compliance; basic knowledge and understanding of trust, securities and banking law

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

DISCLAIMER

This job description is only valid as of the date it was revised.  Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.

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

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.