ROBERT M. LAWLOR
Tyngsborough,USA
Summary
Corporate executive with robust experience in driving business transformations and operational improvements. Known for delivering strategic initiatives that foster growth and enhance profitability. Exceptional at fostering collaborative environments and adapting to dynamic business needs.
Overview
36
36
years of professional experience
Work History
Senior Vice President/ Director of Sales and Relationship Management
ENTERPRISE BANK
01.2017 - Current
- Driving 8 years of >10% annual sales growth through bank-wide sales strategies, community involvement, motivation, prospecting and sales coaching
- Develop agenda, coordinate curriculum, identify topics and organize guest speakers for quarterly bank-wide sales meetings and bi-monthly regional sales meetings to review sales metrics, promote successes, and introduce best practices of sales execution strategies
- Manage a $3.5M incentive budget and collaboratively create 90 individual annual incentive plans, President’s Club programs, and bank-wide referral programs for every customer facing department to promote a vibrant cross-sell culture and engagement for all employees
- Develop sales curriculum and present 6 different 3-hour sales seminars throughout the year to bank officers and selected rising stars since 2015
- Manage the CRM sales efforts
- Actively participate in the community through leadership roles with area non-profit organizations, attendance at community events, and promotion of the bank’s visibility and image
- Active board member of 4 non-profit organizations
Senior Vice President/ Manager of New Business / Senior Trust Officer
ENTERPRISE BANK
01.1998 - 01.2016
- Developed new relationships while enriching current clients for Enterprise Wealth Management
- Increased fee revenues and AUM every year an average of 14% per year
- Generated greater than $175M of new business and $2.25M of new fee income while maintaining >99% customer retention rate
- Maintained post-sale relationship ($100M) to provide comprehensive financial plans including risk management, retirement strategies, college funding, estate planning techniques and in-depth customized investment strategies
- Licensed with Life Insurance designation
Senior Trust Officer, The Private Bank
BANKBOSTON
01.1995 - 01.1998
- Actively pursued enrichments of both new business and existing client relationships
- Provided fiduciary, investment and administrative services for trust accounts ($45M) of high-net-worth individuals
- Assisted Executive Account Manager on $365M book of business
- Elected by peers as Team Leader
- Managed Crummy Trusts for the entire bank
Assistant Vice President, Corporate Business Developer
CITIBANK, INC.
01.1989 - 01.1995
- Initiated, developed and managed corporate, university, and hospital relationships throughout New England
- Marketed a wide variety of bank’s products through target research and solution selling
- Supervised 5 Account Executives and 4 national telesales representatives working with corporate clients
Education
Graduate degree - Trust and Fiduciary Management
BOSTON UNIVERSITY
Boston, MA01.2000
Financial Planner Degree - undefined
NORTHEASTERN UNIVERSITY
Boston, MA01.1999
Economics, Religious Studies
HOBART COLLEGE
Geneva, NY01.1988
Skills
- Effective strategic leadership
- Market expansion expertise
- Sales growth strategies
- Engaging presentation skills
- Leadership development
- Building professional relationships
- Employee engagement
Accomplishments
- Exceeded Enterprise Bank sales targets with 8 years of >10% annual sales growth
- Responsible for driving $440M of new business through Enterprise Bank bank-wide referral programs
- Recipient of Enterprise Bank Chairman’s Award, the highest honor for production and community service
- Exceeded annual revenue goal by an average of 27% per year the last 9 years, Enterprise Bank
- Recipient of President’s Club award (top revenue producers) every year, Enterprise and Citibank.
- Won 2 Citibank national sales contests by exceeding quota by 152%.
- Promoted 5 times in 6 years by consistently surpassing performance standards.
Timeline
Senior Vice President/ Director of Sales and Relationship Management
ENTERPRISE BANK
01.2017 - Current
Senior Vice President/ Manager of New Business / Senior Trust Officer
ENTERPRISE BANK
01.1998 - 01.2016
Senior Trust Officer, The Private Bank
BANKBOSTON
01.1995 - 01.1998
Assistant Vice President, Corporate Business Developer
CITIBANK, INC.
01.1989 - 01.1995
Financial Planner Degree - undefined
NORTHEASTERN UNIVERSITY
Economics, Religious Studies
HOBART COLLEGE
Graduate degree - Trust and Fiduciary Management
BOSTON UNIVERSITY
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