Head of Sales for Wealth, Retirement & Trust

Posted:
10/17/2024, 5:00:00 PM

Location(s):
Wisconsin, United States ⋅ Milwaukee, Wisconsin, United States

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Business & Strategy ⋅ Sales & Account Management

Job Description

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to start learning, growing, and making an impact with a career in fintech, we’d like to know: Are you FIS?

What you will be doing:
• Provides leadership for area of responsibility including planning, coaching, recruiting, selection, performance development and mentoring.
• Monitors staff performance, works with employees to implement goals and document progress, approves incentive compensation calculations and works with Human Resources on employee related issues.
• Responsible for activities involved in selling products and/or services, developing new accounts and/or expanding existing accounts.
• Directs resources in a cost-effective, innovative manner including assisting sales executives in effective use of resources and tools.
• Participates in establishing financial goals, objectives and measurements to meet growth targets.
• Develops sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
• Identifies critical market segments through market research and competitor analyses and recommends sales strategies for improvement.
• Implements and executes sales policies and practices.
• Oversees trade show participation and participates in planning of sales meetings.
• Prepares sales production reports for senior management.
• Participates in building, packaging and price setting with members of management to meet market needs.
• Monitors client survey results to ensure positive client relationships and satisfaction and responds to any negative criticism.
• Ensures development and maintenance of long-term relationships with client base.
• Instills a belief in the company's vision, mission and goals and works to establish FIS as an industry expert and leader.
• Encourages staff to participate in product/service as well as industry related educational opportunities to strengthen and improve skill levels and ability to service customers.
• May assist sales executives in attaining revenue goals including the development of tactical and strategic plans to create and close product/service opportunities.
• Other related duties assigned as needed.

What you will need:

  • Bachelor’s degree or the equivalent combination of education, training, or work experience.
  • Requires strong management, organizational, team building, coaching and mentoring skills
  • Requires strong business skills, industry knowledge, financial management and planning skills, long-term vision and executive presence
  • In-depth knowledge of FIS products and services
  • General knowledge of financial and/or payment solutions technology including systems, applications and banking practices
  • Requires expert negotiation and communication skills, both written and verbal
  • Excellent skills in communicating ideas both verbally and in written form in a clear, concise and professional manner including presentations
  • Ability to communicate effectively with all levels of management in an organized, professional manner
  • Skill in productivity, planning and workload management
  • Requires solid decision-making and problem solving skills
  • Analytical skills are required to determine client business needs and requirements
  • Ability to remain calm under various levels of pressure
  • Ability to show established track record of involvement in industry trade groups preferred
  • Requires the ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients and public
  • Ability to identify, address and resolve employee related issues
  • Travel is required

What we offer you:
At FIS, we are as committed to growing our employees’ careers as our own business. We offer:
• Opportunities to innovate in fintech
• Inclusive and diverse team atmosphere
• Professional and personal development
• Resources to contribute to your community


Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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Fidelity National Information Services

Website: https://fisglobal.com/

Headquarter Location: Jacksonville, Florida, United States

Employee Count: 10001+

Year Founded: 1968

IPO Status: Public

Last Funding Type: Post-IPO Debt

Industries: Banking ⋅ Financial Services ⋅ Information Technology ⋅ Payments