National Trust Sales Manager

National Trust Sales Manager

The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client segments. This role will develop strategies for achieving the targeted sales results for Trust. S / he is expected to collaborate with other members of Trust leadership in developing and executing strategies, diversifying the sources of new client acquisition as a risk mitigant and for executing the tactical sales activities.

Position Responsibilities :

Sales

• Serve as a leader for the trust organization to sell Comerica's trust products across personal and institutional markets.
• Provide input to sales strategies across all trust lines of business to achieve revenue / growth targets. Support market analysis to identify trends, opportunities, and competitive threats, and adjust sales strategies accordingly.
• Lead initiatives for both hunting (new client acquisition) and farming (existing client retention and growth) to expand the client base and deepen relationships.
• Develop strategy for sales professionals to sell trust products through advisor channels, regional partner channels, corporate investment advisory channels, private wealth clients and other internal Comerica line of business channels.
• Maintain deep knowledge of trust products and services, staying to date on industry developments to provide expert guidance to clients and the sales team.
• Establish and monitor key performance indicators (KPIs) and sales metrics to track progress and identify areas for improvement.

Operational / Risk

Coordination with Broader Wealth Organization

Team Management