Director, New Client Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Directly supervise a team of Regional Vice Presidents (RVPs) tasked with acquiring new clients.

• Manage daily team operations, ensuring accountability for performance.

• Collaborate with the VP of New Client Development on assessments and escalation issues.

• Establish a regular rhythm of coaching, feedback, and performance monitoring.

• Provide hands-on coaching to improve individual sales effectiveness.

• Ensure compliance with established sales processes and best practices.

• Identify performance deficiencies and implement focused development strategies.

• Enhance team capabilities through continuous skill development initiatives.

• Oversee onboarding and training for new RVPs.

• Improve onboarding and ramp-up processes via ongoing feedback.

• Assist new hires in quickly achieving productivity targets.

• Conduct weekly team meetings centered on performance, accountability, and best practices.

• Perform weekly one-on-one pipeline reviews with each RVP.

• Observe client or prospect meetings to provide immediate coaching and feedback.

• Maintain oversight of pipeline health and sales activities.

• Monitor individual and team performance against set metrics.

• Deliver regular performance updates and insights to firm leadership.

• Foster accountability through ongoing follow-up and coaching.

⛳️ Requirements

• Bachelor’s degree (or equivalent experience) in business, finance, economics, or a related discipline.

• At least 7 years of experience in financial services.

• Minimum of 5 years in a sales leadership position.

• Demonstrated ability to utilize data analytics and insights to achieve results.

• Strong leadership and team-building abilities, with the capacity to inspire and motivate a diverse team.

• Excellent verbal and written communication skills.

• Proficiency in Microsoft Office Suite or similar software.

• Familiarity with Salesforce and organizational support functionalities.

• FINRA Series 65 certification is required.

• CFP® or another planning designation is preferred.

• Willingness to travel up to 15% as necessary.

🏝️ Benefits

• Medical, dental, and vision insurance (Available to full-time employees and their families).

• Health Savings Account (HSA) with employer contributions and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – employer-paid and voluntary options available.

• Short-term and long-term disability, along with workers' compensation – employer paid.

• 401k plan with matching contributions and profit-sharing.

• Wellness programs and resources.

• Optional 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 predetermined and 2 floating days).

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of employment).

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).