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Wealth Sales Delivery Specialist Job
First Citizens Bank | Raleigh, North Carolina
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Job Description

Wealth Sales Delivery Specialist
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Job ID #: 28894
Location: NC-Raleigh
Functional Area: Wealth Management - Sales
Employment Type: Full-Time Exempt
Education Required: High School Diploma
Experience Required: 8 years
Days and Hours: M-F 8-5
Physical Address: 4300 Six Forks Road, Raleigh, NC 27609
Department Name: Wealth Management

Position Description

The Wealth Sales Deliver Specialist is responsible for field sales tools and resources to help in the delivering the full range of wealth management products and services to our client base. This will include developing internal and external education content, working with managers, associates and subject matter experts on the production and distribution of both internal and external written materials, client seminars/events and training content.

Principal Accountabilities

- Wealth Sales and Service Delivery Solutions - Work with Wealth Line of Business managers to provide tools and resources for sales programs and sales skill development. Assess and create sales tools, work with line of business managers and subject matter experts on product training and education. Highlight and communicate sales best practices.
- Content Creation and Development - Work with Subject Matter Experts on the development, writing and editing sales materials, both for internal and external use, including commentaries, Lunch and Learns sessions, sales content, e.g. one pagers, PPT decks, prospecting letters.
- Bank Partnerships - Serve as a key contact with Retail, Commercial and other line of business partners on promoting awareness of sales initiatives, sales campaigns, and sales programs. Work within and across bank lines of business in the organization and coordination of client seminars and events.

Position Requirements

Basic Qualifications:
Bachelor's degree with a minimum of 4 year's experience in financial services or Wealth
High school diploma or GED with a minimum of 8 year's experience in financial services or Wealth
Additional Requirements:
Strong experience with SharePoint
Excellent written and verbal communication skills
Strong interpersonal skills

First Citizens Bank is an equal opportunity employer that does not discriminate against applicants on the bases of race, color, religion, national origin, sex, age, disability, veteran or military status, sexual orientation, gender identity, genetic information, or any other legally protected status.

About First Citizens Bank

First Citizens BancShares Inc. has over $21 billion in assets. BancShares' banking subsidiaries, First Citizens Bank and IronStone Bank, provide a broad range of financial services to individuals, businesses, professionals and the medical community through a network of over 400 branch offices, telephone banking, online banking and ATMs. BancShares is one of Forbes' Platinum 400 Best Big Companies in America. Founded in 1898, First Citizens Bank today operates in North Carolina, Virginia, West Virginia, Tennessee, Maryland, Florida, Washington state and Southern California. The bank has received multiple national awards for customer satisfaction, sustained profitability and overall stability and security, including a five-star superior ranking by independent banking rating firm BauerFinancial Inc. and Greenwich Excellence Awards for Business Banking.

This company profile was created by AfterCollege and is about First Citizens Bank. This page is not endorsed by or affiliated with First Citizens Bank. For questions regarding company profiles, please email: care@aftercollege.com.