Client Development Manager

🕒 October 16

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Allworth Financial

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

💸 Finance

Consulting • Finance • Investment Management

Allworth Financial is a comprehensive financial advisory firm dedicated to providing personalized financial services. Founded as an alternative to sales-focused advisory models, they focus on putting clients' interests first. Offering a range of services including retirement and financial planning, investment management, tax optimization, and estate planning, Allworth Financial is committed to transparent, fee-based financial guidance. With a 30-year history and $22. 5 billion in assets under management, they have built a reputation for client satisfaction and comprehensive, expert-backed wealth management solutions.

📋 Description

• Lead, coach, and develop a high-performing inside sales team focused on prospective client engagement, lead qualification, and conversion • Oversee day-to-day performance and development of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists • Establish sales goals, performance expectations, productivity standards, and staffing alignment with organic growth objectives • Monitor outbound activity, lead response times, contact rates, appointment-setting rates, qualification rates, conversion rates, and pipeline progression • Conduct performance reviews, team assessments, feedback, coaching, and structured performance management • Serve as the primary escalation point for complex prospective client interactions, sales execution challenges, and team performance matters • Deliver call reviews, live coaching sessions, role-playing exercises, individual development meetings, and onboarding • Develop coaching and performance improvement plans and identify high-potential team members for professional development • Oversee workload distribution, lead assignment, outreach priorities, staffing coverage, schedules, attendance, and resource allocation • Manage hiring, onboarding, employee development, evaluations, disciplinary recommendations or actions, and employee relations in partnership with HR and Sales leadership • Ensure compliance with sales processes, CRM documentation requirements, communication standards, financial services rules, and company policies • Oversee use of Salesforce, sales enablement platforms, and communication tools • Partner with Sales leadership, Marketing, financial advisors, business development professionals, and other internal partners to improve lead management and conversion • Analyze sales data, lead quality, engagement trends, and conversion metrics; prepare regular performance updates and recommendations • Refine sales processes, qualification criteria, outreach strategies, messaging, scripts, technologies, and training initiatives • Report to the Director of Future Client Development and partner with the Chief Business Development Officer

🎯 Requirements

• 5+ years of demonstrated success in sales, business development, or a consultative selling environment, including experience achieving or exceeding measurable sales goals • 2+ years of experience in sales leadership, team management, or a formal sales coaching role • Demonstrated ability to lead, motivate, coach, and develop sales professionals to achieve individual and team performance objectives • Proven track record of improving sales performance through structured coaching, effective performance management, and data-driven decision-making • Strong understanding of consultative selling, outbound prospecting, lead qualification, objection handling, and conversion strategies • Experience managing sales performance metrics, analyzing results, and implementing strategies to improve productivity and conversion • Excellent verbal and written communication skills, with the ability to provide clear direction, constructive feedback, and effective coaching • Strong interpersonal and leadership skills, including the ability to build trust, establish accountability, and motivate individuals with varying levels of experience • Demonstrated ability to manage competing priorities, solve problems, and exercise sound judgment in a fast-paced, performance-driven environment • Proficiency with Salesforce or a comparable CRM platform, including sales activity tracking, pipeline management, and performance reporting • Strong organizational skills, attention to detail, and the ability to manage both strategic priorities and daily operational responsibilities • Ability and willingness to comply with all applicable financial services rules, regulations, and company policies • Ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, and use telephone and computer systems • Preferred: 7+ years of successful sales or business development experience, with demonstrated progression into leadership responsibilities • Preferred: 3+ years of direct people-management experience within an inside sales, outbound sales, or business development organization • Preferred: Experience leading teams responsible for high-volume outbound calling, lead qualification, appointment setting, or prospective client conversion • Preferred: Background in financial services, wealth management, Registered Investment Advisors, or other consultative professional services environments • Preferred: Demonstrated success building or scaling sales teams, implementing structured coaching programs, or improving sales productivity • Preferred: Experience developing sales training materials, performance scorecards, and individual development plans • Preferred: Familiarity with sales enablement technologies, call monitoring platforms, and performance analytics tools • Preferred: Experience managing remote sales professionals across multiple geographic markets

🏖️ Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates • Dental insurance with MetLife • Vision insurance with VSP • Optional supplemental benefits • Healthcare savings accounts with company contribution • Flexible spending accounts • Flexible working arrangements • Generous 401K contributions • Exempt associates qualify for our flexible paid time off policy • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment • 11 Paid Holidays • Option to participate in our Equity Purchase Program • Future growth opportunities within the company • Opportunities for continued professional development and potential advancement into broader Sales leadership roles