Top 352 Senior manager Jobs in Folsom Ca

Senior Sales Manager, Wealth Management, LPL
SAFE Credit Union —Folsom, CA
- $150,000 - $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Health insurance
Senior Business Development & Account Manager – Geotechnical & Materials Testing
Signet Testing Laboratories, Inc. —Sacramento, CA
- $130,000 - $180,000 a year
- Full-time
- Marketing
- Salesforce
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
7d
Transportation Manager
Confidential —Sacramento, CA
- From $80,000 a year
- Full-time
- Customer service
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
1d
Senior HVAC MEP Project Manager - Plumbing, Piping, MEP
Everforth, Cybercoders —North Highlands, CA
- $150,000 - $180,000 a year
- Full-time
- Construction site
- Driver's License
- Travel
- Dental insurance
- 401(k)
11d
Senior Tax Manager - California Resident
Robert Lee & Associates, LLP —California
- $150,000 - $195,000 a year
- Full-time
- Remote
- CPA
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Senior Project Manager
Syntech Roofing and Waterproofing —California
- $125,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Contracts
- Health insurance
- Dental insurance
Quick Apply
Senior Retail Lead
Sacramento Gun Range —Sacramento, CA
- $50,000 - $60,000 a year
- Weekends as needed
- Management
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Senior Water/Wastewater Project Manager
Leoforce —Folsom, CA
- $120,000 - $220,000 a year
- Mentoring
- Senior level
- Professional Engineer
- Paid parental leave
- AD&D insurance
Quick Apply
11d
Senior Project Manager
MKL Careers —Sacramento, CA
- $150,000 - $190,000 a year
- Full-time
- Business development
- Mentoring
- Contracts
Quick Apply
Product Manager, Senior
Blue Shield of California —El Dorado Hills, CA
- $102,700 - $154,200 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Pass drug screening
- Work from home
Senior Program Manager
Teledyne Technologies Inc. —Rancho Cordova, CA
- $113,600 - $151,400 a year
- Online Application
- Continuous improvement
- Senior level
- Electrical Engineering
- Health insurance
- Paid time off
7d
Senior Manager, Facilities
Orca Bio —Sacramento, CA
- $125,000 - $165,000 a year
- Full-time
- 7 years
- Senior level
- Leadership
- Disability insurance
- Health insurance
Senior Facility Manager
US AMR-Jones Lang LaSalle Americas, Inc. —Sacramento, CA
- $161,000 - $204,000 a year
- Online Application
- Background check
- Customer service
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
8d
Senior Relationship Manager
BANK OF MARIN —Rancho Cordova, CA
- $147,883 - $214,432 a year
- Full-time
- Microsoft Outlook
- 5 years
- Computer literacy
- Health insurance
- Tuition reimbursement
Vans: Senior Key Account Manager
Vans —Sacramento, CA
- $114,400 - $143,000 a year
- Full-time
- Remote
- 7 years
- Fair chance
- Senior level
Quick Apply
4d
Senior Product Manager
CRETELLIGENT —Gold River, CA
- $90,000 - $135,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Disability insurance
Quick Apply
Administration - Senior Executive Operations Program Manager
Golden 1 Credit Union —Sacramento, CA
- $124,700 - $135,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Contracts
Quick Apply
Sr Manager, Compliance & Continuous Improvement
Connected Careers Page —Sacramento, CA
- $120,000 - $150,000 a year
- Bachelor of Science
- 21 years or older
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Senior Operations Manager
Metropolis Technologies —Sacramento, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Word
- Clean driving record
- Driver's License
- Disability insurance
- Health insurance
12d
Senior Procurement Manager
Perimeter Solutions LP —North Highlands, CA
- $113,724.17 - $164,900.54 a year
- 8 years
- Analysis skills
- Budgeting
- Health savings account
- Paid holidays
Quick Apply

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Senior Sales Manager, Wealth Management, LPL

SAFE Credit Union -
Folsom, CA

Apply Now

Job Details

Full-time
$150,000 - $160,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
Flexible spending account
Vision insurance
401(k) matching

Qualifications

Life Insurance License
Customer communication
Wealth management
Financial sales
Report writing
Microsoft Excel
Microsoft Outlook
Series 66
Finance industry sales team management experience
Sales team management
Series 7
Geometry
Algebra
Sales leadership
Developing strategic partnerships with major clients in a financial advisory role
Experience practicing in the securities industry
Managing financial advisory teams
Series 63
Senior leadership
Client interaction via phone calls
Retirement annuity planning

Full Job Description

Corporate Opportunities Folsom, California

Description

Salary Range: $150,000.00 - $160,000.00
Exact compensation may vary based on skill, experience and location.

Why SAFE?

SAFE offers so much more than just full medical, vision, dental, 401k matching, HSA, and FSA! Learn more about how we support our workforce!

Professional Development Opportunities: Offering training programs, workshops, and mentorship.
Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
Career Growth: Clear paths for career advancement and internal promotions.
Work-Life Balance: Encouraging a healthy balance between professional and personal life.
Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.

POSITION PURPOSE

Responsible for coaching and training the SAFE Financial Services Staff to achieve expected growth results. Responsible for coaching and training SFS Wealth Advisors, Financial Advisors, and Financial Assistants in all aspects of providing exceptional customer service to existing clients, as well as business development and sales goal achievement. Responsible for coaching and training SAFE branch leaders and employees to have a base-level understanding of wealth management products and services to appropriately identify opportunities to connect SAFE members with SFS Wealth & Financial Advisors through appropriate referral method(s). Responsible for sales performance of all SAFE Financial Services Staff that work in or service the SAFE Credit Union Branch Footprint, covering all sales functions as well as operational support to Operations Coordinator to ensure compliant, efficient operations.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Train and coach SFS Wealth & Financial Advisors in selling, financial planning, time management, and effective and efficient portfolio management, and utilizing the Portfolio Consulting Team for asset management.
Lead activities and provide educational materials, market information, and sales tips through frequent sales meetings to support SFS Wealth & Financial Advisors and Assistants to build strong relationships with non-licensed SAFE Branch leaders and staff to generate SAFE member referrals and value to SAFE members.
Organize in-branch promotions, seminars, and prospecting programs. Regularly attend branch events including manager meetings (reporting sales successes and challenges), team-building and social events, and occasionally present at branch-wide calls to give updates or training to ensure program success.
Onboard and train new SFS Wealth & Financial Advisors on product features, benefits, paperwork, IRAs, Roth IRAs, trustee-to-trustee transfers, 1035 exchanges, customer profiling and asset allocation, insurance, etc.
Assist SFS & Financial Advisors with Sales & Financial Planning Presentations to members as needed to ensure goal achievement.
Create action plans and provide training & coaching to underperforming Advisors and Assistants, to elevate performance to expected levels as determined through the SFS Advisor Scorecard.
Monitor AUM Product Mix of each SFS Wealth & Financial Advisor and assist with shifting product mix when/as necessary to maximize value to members/clients/SAFE.
Provide training to create deeper client relationships and to recognize opportunities to appropriately segment clients so all accounts are appropriately managed.
Be a systems expert to effectively use and train on program technology such as Salesforce, Advisys, and Riskalyze. Montor usage, and track and report regularly.
Recognize and reward performance among the team.
Introduce and explain the features and value of all new products to SFS Staff.
Coordinate wholesaler and vendor visits.
Enforce suitability and compliance with representatives, assist with client complaints, and mediate internal disputes
Support the needs of the SFS team each business day.
Perform other duties, as assigned.

QUALIFICATIONS

EDUCATION/CERTIFICATION:

Bachelor's degree from a four-year college or university; or five or more years of related experience and/or training; or an equivalent combination of education and experience.

Certification:

Securities License Series 7/24/66 or 63 and 65.
California Life Insurance & Variable Annuity License.

REQUIRED KNOWLEDGE:

Previous credit union or community banking sales management experience.

EXPERIENCE REQUIRED:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills/Abilities:

- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, etc.).
- Ability to prioritize and perform daily tasks in an efficient manner.
- Ability to set priorities, meet deadlines, and complete reports and projects in an organized and timely manner.
- Ability to troubleshoot independently, but to request help when warranted.
- Ability to give professional customer service on the telephone, as well as in person.
- Outbound and inbound calling skills.

WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY

LANGUAGE SKILLS

Excellent communication skills (verbal, written, listening skills, and empathy).
Expert ability to build relationships with other leaders, business partners, and stakeholders.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS AND REASONING ABILITY

Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to calculate figures and amounts such as percentages, time value of money, tax rates, averages, and other items, as necessary.
Ability to apply concepts of basic algebra and geometry.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision.
The noise level in the work environment is usually moderate.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Job Type: Full-time

Work Location: Hybrid remote in Folsom, CA 95630

Apply Now

Refine Your Search

senior manager jobs in folsom ca

Senior Sales Manager, Wealth Management, LPL

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