Client Development Manager

🕒 il y a 8 jours

🏄 California – Distant

🏄 California – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

👔 Manager

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 12%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

Allworth Financial

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

💸 Finance

Consulting • Finance • Investment Management

Allworth Financial est un cabinet de conseil financier complet qui propose des services financiers personnalisés. Fondé comme une alternative aux modèles de conseil axés sur la vente, le cabinet place les intérêts de ses clients au premier plan. Allworth Financial propose notamment des services de préparation à la retraite et de planification financière, de gestion des investissements, d’optimisation fiscale et de planification successorale. Le cabinet s’engage à fournir des conseils financiers transparents, rémunérés aux honoraires. Fort de 30 ans d’expérience et de 22,5 milliards de dollars d’actifs sous gestion, Allworth Financial s’est forgé une solide réputation grâce à la satisfaction de ses clients et à ses solutions complètes de gestion de patrimoine, fondées sur l’expertise.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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