Director, New Client Development

🕒 5 dias atrás

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💰 $736.300 Funding Round em 2022-02

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• 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.

🎯 Requisitos

• 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

🏖️ Benefícios

• 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)