Director, New Client Development
New
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Wealth EnhancementWealth Management
Australia, Canada, India, United Kingdom, United StatesFull-TimeDirector
Salary$125,000 to $150,000
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum of 7 years in financial services; Minimum of 5 years in a sales leadership role
- Required Skills
- Business DevelopmentSalesforceMicrosoft OfficeData analytics
Requirements
- Bachelor's degree in business, finance, economics, or a related field.
- Minimum of 7 years of experience in financial services.
- Minimum of 5 years of experience in a sales leadership role.
- Proven ability to leverage data analytics and insights to drive results.
- Strong leadership and team-building skills with the ability to inspire and motivate a diverse team.
- Superior verbal and written communication skills.
- Proficiency with Microsoft Office Suite.
- Familiarity with Salesforce and support organization functionality.
- FINRA Series 65 required.
- CFP or other planning designation preferred.
- Ability to travel up to 15% as needed.
Responsibilities
- Manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition.
- Oversee daily team operations and ensure performance accountability.
- Partner with the VP of New Client Development on evaluations and escalation matters.
- Establish a consistent cadence of coaching, feedback, and performance tracking.
- Identify performance gaps and implement targeted development plans for team members.
- Execute onboarding and training for new RVPs.
- Conduct weekly team meetings and 1:1 pipeline reviews.
- Shadow client or prospect meetings to provide direct coaching and feedback.
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