Executive Director - (Jn -062023-5284)

The Executive Director is responsible for the development and implementation of all local campaign goals, programs, and operations and for managing two additional branch offices.

Reports To: Vice President, National Sales

SUPERVISORY RESPONSIBILITY

This position has supervisory responsibilities.

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, telephones, photocopiers, filing cabinets, and fax machines.

POSITION TYPE/EXPECTED HOURS OF WORK

This is a full-time position. Hours of work are Monday through Friday, 9:00 a.m. to 5:00 p.m, 35 hours per week.

Work extended/evening hours, weekends and holidays when needed

TRAVEL

Travel is expected for this position. TBD

Experience Requirements

• Strong oral, written, analytical, listening, persuasive and interpersonal skills
• 5-7 years of management experience
• Background in campaign development, including event management and board development
• Proficient in Microsoft Word, Excel, Outlook, Publisher, and DCI proprietary applications (IBIS currently – migrating to Salesforce in 2024)

Education Requirements

• FINRA licensing required: SIE (Securities Industry Essentials) Series 7 and Series 63 (will provide study materials and training)
• Bachelor’s degree required; graduate degree preferred

Responsibilities

• Manage bond financing program locally (i.e., with customers, not banks)
• Oversee design and printing of all event materials with assistance from our National
• Suitable based on his/her situation and needs; such analysis includes a review of information
• Oversee selection of speakers for events with assistance from our Business Development
• Create an annual written business plan for the region for activities and sales outreach designed to attain the sales targets established by the National Office, and revise as appropriate
• Act as a prime conduit for high-end, institutional, and corporate sales
• Lay committees and boards
• Attend and staff National Leadership events, when requested
• Such as the customer’s financial status, tax status, and investment objectives
• And other national events
• Plan and maintain the budget for the region
• Manage and oversee solicitations for local events
• Manage marketing presentations to individuals and groups
• Serve as liaison with National Departments
• Evaluate all regional events and activities for effectiveness in meeting sales and other goals
• Find, meet with, and motivate current and future lay leadership, establishing functioning
• Conduct “Know Your Customer” analysis to assure that recommendations to customers are
• Purchases
• Team
• Oversee and participate in solicitations for new purchases, reinvestments and repeat
• Reasonable accommodations where feasible may be made to enable individuals with disabilities to perform the essential functions
• Supervise the planning and implementation of major events and special projects
• Secure outstanding community leaders as chairman of the regional campaigns
• Provide reports as necessary to National Office
• Manage Professional and Administrative staff of the office, including, without limitation, making hiring and firing recommendations and performance evaluations, under the supervision of the Vice President/Sales and Human Resources Director
• Recognize red/yellow flags for anti-money laundering programs and elevate, as appropriate
• Maintain knowledge of the social/political/economic situation in Israel and the US
• Solicit for participation in National Delegations to Israel, National Leadership Conferences,
• Marketing department
• Invitations, and mailings
• Identify and secure honorees
• Assist the National Office in the implementation of guidelines, policies, and systems
• Determine the appropriate local market for communal and individual sales activity
• Review and edit all public relations, advertisements, press releases, speeches,
• Develop and oversee the implementation of overall campaign strategy for the region
• Maintain relationships with significant customers and institutions