Jay Delaney Email and Phone Number
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A financial services sales management professional with over 16 years of experience. A goal minded individual that has experience across a broad range of the financial services, securities, insurance and banking industries, as well as broad range of functions sales, operations, finance and product development and distribution. A results oriented leader, focused on execution, that has built sales organizations, marketing programs, internal operational, financial and reporting infrastructure combined with an integrated sales approaches to wealth management product distribution.
Citizens Wealth Management
View- Website:
- citizensbank.com
- Employees:
- 22674
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Senior Vice President - Regional DirectorCitizens Wealth ManagementBoston, Ma, Us
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Svp - Senior Regional Sales ManagerCitizens Investment Services Jun 2018 - Present• Lead a team of over 22 Financial Consultants with over 1B in assets in delivering sales management activities and successful financial performance. • Developing the sales and relationship skills within the team to drive investment performance consistent with the client objectives and ensuring delivery of integrated investment advice and portfolio management with all clients • Manage a strong talent needed at all levels to maximize quality and appropriately align talent to meet client needs. • Recruit, train, develop, retain team of Financial Professionals. Coach the team members to develop sales skills to increase market penetration and increase number of clients. Manage and motivate a team to achieve team revenue and sales targets. • Develop new and existing relationships with business partners to increase penetration of investment products throughout the footprint.
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Senior Vice President, Regional DirectorCitizens Jun 2018 - PresentProvidence, Rhode Island, Us
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PresidentCaliber Financial Group May 2015 - May 2018• Manage and operate consulting firm dedicated to assisting financial institutions, primarily banks and credit unions, in the development of short and long term business plans for distribution on investment products. This planning includes consulting on all business aspects such as, sales and revenue targeting, product offering, resource alignment, expense management, operational efficiencies, and compliance and regulatory oversight. • Provide expert advice and consultation on maximizing existing bank sales programs with specific focus on program integration, sales training, sales incentive plans and staffing. • Consulting and executing streamlined operational procedures and systems to maximize business processing procedures while minimizing operational expense• Consulting on regulatory and compliance infrastructure and oversight on all aspects of investment product distribution through banks and credit unions
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Svp/ Director, Retail InvestmentsSantander Bank, N.A. Dec 2011 - Jul 2013Boston, Ma, Us• Responsible for the overall management and strategic direction of the retail investment/insurance sales for Santander US retail branch network • Managed a group of over 200 financial consultants, 700 licensed bank employees and branch retail relationships for over 700 locations with the goal of increasing overall sales revenue and volume culminating in over 60 million in annual revenue and 2 billion in sales • Managed, developed and administered the internalization of Retail Investment operations, compliance and sales administration from a third party to an internally developed source• Successfully managed sales team to a diversification of their overall product sales, with increase specifically in recurring revenue, while maintaining both sales and revenue thresholds• Managed, administered and executed upon all company wide sales, product, training and operational initiatives -
Senior Vice President/Director Of Investment Products And Business DevelopmentSantander Bank, N.A. Sep 2009 - Dec 2011Boston, Ma, Us• Manage daily relationship of third party vendors with emphasis on sales, operational integrity, compliance, training reporting, licensing, continuing education and commission processing• Responsible for all financial projections, budget, sales forecasting, compensation plans and monthly accounting and payments• Responsible for managing and increasing penetration of investment services (variable products, managed money) and insurance products (risk/savings – Annuities and Insurance) including launching of new products.• Oversees and leads all development, implementation and coordination of Investment Services & Insurance Product Strategy and Business Plan(s) including time to market, economic and financial implications and competitive landscape• Manages critical activities of the product including product delivery strategy, partner relationships and general product management. Leads and develops new product(s) and service(s) • Provide all level of sales and financial information, commission accounting and processing, as well as required analysis, to all areas of bank as needed.
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Sales Operations DirectorSantander Bank, N.A. Jun 2005 - Aug 2009Boston, Ma, Us• Manage and administer the daily operations and administration associated with the growth and development of 80 billion dollar bank’s retail investment program to maximize revenue and reduce expense• Manage daily relationship of third party vendors with emphasis on sales, operational integrity, compliance, training reporting, licensing, continuing education and commission processing• Develop, create, administer and communicate program wide initiatives including intranet/internet system development, investment branch marketing programs, private label investment products, various sprints and other sales initiatives• Implement a wide array of operational improvement through program initiatives such as computer based account opening, new financial planning software, new product roll-outs and computer based continuing education system.
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Project ManagerSantander Bank, N.A. Jun 2004 - Jun 2005Boston, Ma, Us• Manage the internalization of the retail investment sales and management staff from third party firm with goal of 100% retention achieved
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Cluster Branch ManagerSovereign Bank May 2003 - Jun 2004• Manage daily operations of a top sized branch from sales to operations
Jay Delaney Skills
Jay Delaney Education Details
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Boston CollegeBachelor Of Science (B.S.) -
Boston College High SchoolHigh School
Frequently Asked Questions about Jay Delaney
What company does Jay Delaney work for?
Jay Delaney works for Citizens Wealth Management
What is Jay Delaney's role at the current company?
Jay Delaney's current role is Senior Vice President - Regional Director.
What is Jay Delaney's email address?
Jay Delaney's email address is jd****@****rfg.com
What is Jay Delaney's direct phone number?
Jay Delaney's direct phone number is +161724*****
What schools did Jay Delaney attend?
Jay Delaney attended Boston College, Boston College High School.
What skills is Jay Delaney known for?
Jay Delaney has skills like Sales Management, Leadership, Business Development, Strategic Financial Planning, Change Management, Relationship Management, Sales, Strategy, Banking, Financial Services, Series 7, Series 63.
Who are Jay Delaney's colleagues?
Jay Delaney's colleagues are Gloria.castonguay Castonguay, Yanelis Rivas, Chandrabhan Singh Yadav, Kaitlin Herrick, Mukesh Raval, Aurela Dhamo, Caroline Larkin.
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