Growth & Advisor Sales Manager

Role Overview

We are seeking an exceptional Sales Manager to drive our ambitious expansion by leading and scaling our team of Financial Advisors. This role combines strategic leadership with hands-on sales management to shape the future of wealth management. The ideal candidate will be a dynamic leader who can build and nurture high-performing teams while driving sustainable growth and maintaining excellence in client service.

Key Responsibilities:

• Sales Excellence & Development: Design and implement comprehensive sales frameworks while providing personalized coaching to enhance advisor effectiveness, accelerate productivity, and drive client engagement success.
• Team Leadership & Strategy: Lead and inspire a team of financial advisors to exceed revenue targets while fostering a high-performance culture focused on client success and sustainable business growth.
• Talent Acquisition & Integration: Drive the full-cycle recruitment process from sourcing to successful onboarding, including designing structured programs to accelerate advisor success and building key industry talent relationships.
• Performance Optimization: Establish and track meaningful KPIs aligned with business objectives, conduct regular performance reviews, and implement strategic improvement plans to drive consistent results.
• Strategic Analytics & Reporting: Analyze key performance metrics, generate comprehensive reports on team performance and revenue trends, and present data-driven insights and recommendations to executive leadership for strategic decision-making.

Qualifications:

• 7+ years of sales management experience in wealth management or financial services
• Series 7, 66, and 24 licenses required (or ability to obtain within 90 days)
• Bachelor's degree required; MBA or relevant advanced degree preferred
• Proven track record of building and scaling high-performing sales teams
• Strong understanding of wealth management products, services, and regulatory requirements
• Experience with CRM systems and sales technology platforms, Hubspot preferred
• Exceptional leadership, communication, and interpersonal skills
• Strategic thinking with strong analytical and problem-solving abilities
• History of exceeding revenue targets and driving business growth
• Experience in a fast-paced, technology-driven environment

This role offers the opportunity to shape the future of wealth management at a cutting-edge firm that combines human expertise with innovative technology. The ideal candidate will be passionate about building and leading high-performing teams while driving substantial business growth.