Director of Market Development
Location
US-AL-Mobile
Job ID
2025-19029
Category
Wealth Management
Type
Regular Full-Time
Job Grade
17
FLSA Status
Exempt
Working Hours
8-5
Job Location : Company
GMI Wealth Admin - 10131
Overview
The Director of Market Development is responsible for sales strategies to grow revenue and the direct and indirect leadership of client facing / sales production roles. This role represents Trustmark Wealth as a senior leader within the company to expand brand recognition and develop market growth strategies and new business opportunities. The Director of Market Development is responsible for defining and deploying the wealth planning delivery model internally and externally, through the design of a scalable, efficient, and profitable business model. This role leads and oversees planning-related thought leadership deliverables and processes, including the internal and external marketing functions.
Responsibilities
Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, and overall contribution to strategic organizational goals.
- Accountable for an overall market sales and revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of the existing client base.
- Responsible for educating and aligning client-facing roles in Wealth Management, Institutional Banking, Retail and Commercial Banking, on new client experience initiatives that enhance referral activity to Wealth Management and contribute to revenue growth.
- Lead the development of the Wealth message and sales strategies to grow and coordinate all market segment activities related to the delivery of solutions of a comprehensive wealth management strategy for individuals, business owners, and / or families.
- Responsible for direct oversight of the Advisory team and indirect oversight of client-facing / sales production associates to exceed business targets, while coaching advisors in client engagement to understand holistic client needs and deliver tailored solutions.
- Ensure a best-in-class experience and fostering a collaborative culture focused on comprehensive financial planning and client success.
- Actively participates in new and existing client relationships with client facing / sales production associates for revenue growth opportunities and closely working with advisors to ensure we are building and maintaining strong client relationships is essential for retention and growth.
- Ensure pricing discipline on fiduciary client relationships together with business unit managers and explore new business opportunities that align with Wealth objectives.
- Serve as a visible leader within the organization, representing Trustmark Wealth in cross-functional initiatives internally and at external engagements.
- Serve on Wealth committees assigned.
- Perform additional duties assigned by management to meet organizational needs.
Qualifications
Required :
Bachelor's degree and a minimum of 10 years of wealth management, investment, trust, or estate planning experienceMinimum of 3 years of managerial experienceProven track record of excellence in sales production and / or management within a wealth management business including portfolio managementSound judgment and ability to make decisions and guide others to fulfill decision requirementsStrong analytical skills with the ability to interpret data and make strategic recommendationsStrong organizational and time management skillsSkilled in working across organizational teams, delivering expert guidance with a strong commitment to excellent customer serviceLeadership competency for staff of 8-12 associatesPropensity to achieve high client service levelsInterpersonal and interdepartmental collaboration and communication skillsPreferred :
Master's Business Administration, Juris Doctorate or other advanced degree.CFP, CTFA, or CPAPhysical Requirements / Working Conditions : Must be able to sit for long periods of time and use computer keyboard and / or mouse, while viewing computer screens.s.
Note : This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.