Director, New Client Development
New
Source API remote eligibility restrictions: Australia, Canada, India, United Kingdom, United StatesFull-TimeDirector
Salary125,000 - 150,000 USD per year
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Job Details
- Experience
- Minimum of 7 years in financial services; Minimum of 5 years in a sales leadership role
- Required Skills
- Business DevelopmentSalesforceMicrosoft Office SuiteData analytics
Requirements
- Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field
- Minimum of 7 years in financial services
- Minimum of 5 years in a sales leadership role
- Proven ability to leverage data analytics and insights to drive results
- Strong leadership and team-building skills
- Superior verbal and written communication skills
- Proficiency with Microsoft Office Suite
- Familiarity with Salesforce
- FINRA Series 65 required
- CFP or other planning designation preferred
Responsibilities
- Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition.
- Oversee day-to-day team operations, ensuring performance accountability.
- Deliver hands-on coaching to enhance individual sales effectiveness.
- Execute onboarding and training for new RVPs.
- Lead weekly team meetings focusing on performance, accountability, and best practices.
- Conduct weekly 1:1 pipeline reviews with each RVP.
- Shadow client or prospect meetings to provide direct coaching and feedback.
- Track individual and team performance against defined metrics.
- Provide regular performance updates and insights to firm leadership.
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