Client Development Manager

🕒 vor 8 Tagen

🏄 California – Remote

🏄 California – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

👔 Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

👻 Geisterscore 12%

Was es bedeutet: wie wahrscheinlich diese Stelle offen bleibt, ohne dass aktiv eingestellt wird.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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Allworth Financial

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

💼 Beratung

💸 Finanzen

Consulting • Finance • Investment Management

Allworth Financial ist ein umfassendes Finanzberatungsunternehmen, das sich auf individuell zugeschnittene Finanzdienstleistungen spezialisiert hat. Das Unternehmen wurde als Alternative zu vertriebsorientierten Beratungsmodellen gegründet und stellt die Interessen seiner Kundinnen und Kunden in den Mittelpunkt. Das Leistungsangebot umfasst unter anderem Ruhestands- und Finanzplanung, Investmentmanagement, Steueroptimierung und Nachlassplanung. Allworth Financial steht für transparente, honorarbasierte Finanzberatung. Mit einer 30-jährigen Unternehmensgeschichte und einem verwalteten Vermögen von 22,5 Milliarden US-Dollar hat sich das Unternehmen einen hervorragenden Ruf für Kundenzufriedenheit und umfassende, fundierte Lösungen im Wealth Management erarbeitet.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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