Home Director of Institutional/Advisor Solutions Division at Nuview IRA (Longwood, FL)

    Director of Institutional/Advisor Solutions Division at Nuview IRA (Longwood, FL)

    NuView Trust’s Institutional Solutions team services clients through financial advisors (Broker Dealers and RIAs) as well through investment sponsor relationships.  The Director role oversees both the sales and operational teams that service our clients, advisors and sponsor relationships.  This position requires strong sales management alongside operational processing oversight.  There are currently 3 members on the sales team and 6 members on the operational team that would report to the director.


    • Sales leadership, coaching and mentoring
    • Leadership and oversight of operational department
    • Make important policy, planning, and strategy decisions
    • Weekly executive team meeting
    • Contribute operations information and recommendations to strategic plans and reviews
    • Schedule, coach, counsel and discipline employees
    • Update and maintain business processes to ensure consistency and accuracy
    • Oversee production, productivity, quality and customer-service standards


    • Work closely with the management team and other operations staff to coordinate activity
    • Understand the need to work with the NuView Sales staff in order to meet client expectations
    • Constantly find ways to challenge yourself and your staff to go beyond the ordinary.


    • Bachelor of Science or Arts degree from accredited university or college
    • Five (5) years of sales management experience with outside and/or inside sales representatives
    • Three (3) years of outside sales experience selling to financial advisory firms
    • Proven track record of consistently meeting or exceeding team and individual sales quotas
    • Two (2) years demonstrated operational leadership experience
    • Personal examples of building new and existing high-level client and strategic referral relationships
    • Experience presenting to groups using effective verbal and non-verbal communication skills
    • Fearless and passionate self-starter consistently demonstrating positive attitude and persistency

    Company: Nuview IRA
    Location: Longwood, FL

    Application Instructions:
    Go to www.nuviewtrust.com and select the "about" tab. Next select the "careers" tab and simply select the Director of Institutional Sales/Operations job and you will be led through the application process. We are four times Best Places to Work and looking for a leader to join our team.