Director, New Client Development

🕒 June 7

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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)