Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition.
Oversee day-to-day team operations, ensuring performance accountability.
Partner with the VP, New Client Development on evaluations and escalation matters.
Establish a consistent cadence of coaching, feedback, and performance tracking.
Deliver hands-on coaching to enhance individual sales effectiveness.
Reinforce adherence to defined sales processes and best practices.
Identify performance gaps and implement targeted development plans.
Strengthen overall team capabilities through ongoing skill development.
Execute onboarding and training for new RVPs.
Refine onboarding and ramp processes through continuous feedback.
Support new hires in efficiently reaching productivity benchmarks.
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.
Maintain visibility into pipeline health and sales activity.
Track individual and team performance against defined metrics.
Provide regular performance updates and insights to firm leadership.
Drive accountability through consistent follow-up and coaching.

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 with the ability to inspire and motivate a diverse team
Superior verbal and written communication skills
Proficiency with Microsoft Office Suite or related software
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

Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Director, New Client Development

Key skills