In this role, the selected candidate will develop and implement strategies that support our sales and marketing efforts regarding housing finance agencies, agency affordable mortgage products, and the Community Reinvestment.
Deliver proactive account management, including, but not limited to; understanding client goals & objectives, implementing a strategic relationship process, developing and maintaining client specific business plans, deepening existing client relationships, assisting plan sponsor in managing fiduciary responsibilities, ensuring client is aware of Lincoln products and services capabilities and identifying opportunities to increase assets under management.
Manage, mentor and coach trust advisors and associates to promote sound fiduciary practices while growing the business. Focus on talent management as the complexity of the business increases over time. Partner with market managers and staff in all regions.
Evaluate the effectiveness of Mortgage Bankers in achieving Residential business objectives and targets, and implement improvements as required. Review sales activities and actual performance against plan to ensure that gaps are identified and addressed.
The primary function of this position is to manage the day to day activities of Market Segment Support team(s) which ensure customer pricing and profitability are in alignment with overall strategic direction by recommending appropriate actions to increase overall profitability.
The Market Unit Planning & Performance Manager is responsible for driving Revenue growth within the Market Unit (MU) through stewardship of the top-line business plan and identifying Revenue/Margin opportunities in the local marketplace.