Director of Business Strategy & Regional Manager
 SouthState Bank, N.A. | |
 United States, Texas, San Antonio | |
 Sep 11, 2025 | |
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The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES Provides SouthState Investor Services with vision, leadership, and management of the department's operations to maximize bank shareholder value while being responsible to the entire corporation's stakeholders; the holding company, the clients, the employees, and the communities the corporation serves. ESSENTIAL FUNCTIONS Ensures that the day-to-day business affairs within the regional market area for the program are appropriately managed to achieve the goals and objectives set forth in the Strategic, Business and Marketing plans of the company. Supervise and maintain responsibility for assigned SouthState Investment Services registered Investment Consultants. Maintains a positive and ethical work climate that is conducive to attracting, retaining, and motivating a diverse group of top-quality employees. Promote to all SouthState Corporation employees the products and services offered by the investment services program. This is accomplished by providing constant coaching, training, and other activities that build rapport, confidence, and trust in our team's ability to meet their expectations. Helps lead the company's semi-annual sales conferences, the semi-annual principals strategic planning retreats, the company's sales team conference calls, and the company's bimonthly sales meetings. Assisting in maintaining a positive and productive relationship with LPL Financial and LPL's Financial Institution Division to promote increased revenue generation by the company's investment team through recruiting, marketing support, client seminars, client workshops, coaching clinics, and call nights. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications, Education, and Certification Requirements
TRAINING REQUIREMENTS/CLASSES Required Annual Compliance Training, New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position requires the ability to drive a personal car for business purposes to and from other locations. WORK ENVIRONMENT This position is in an office location of the SSB Support Center. This position is located in a private office located in the Wealth Suite. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. TRAVEL Travel may be required to come to meetings as needed. Equal Opportunity Employer, including disabled/veterans. | |