Farther · 18 hours ago

Growth & Advisor Sales Manager

Remote, United States

Full-time

Remote

Senior Level

7+ years exp

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ConsultingFinance

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Responsibilities

Design and implement comprehensive sales frameworks while providing personalized coaching to enhance advisor effectiveness, accelerate productivity, and drive client engagement success.

Lead and inspire a team of financial advisors to exceed revenue targets while fostering a high-performance culture focused on client success and sustainable business growth.

Drive the full-cycle recruitment process from sourcing to successful onboarding, including designing structured programs to accelerate advisor success and building key industry talent relationships.

Establish and track meaningful KPIs aligned with business objectives, conduct regular performance reviews, and implement strategic improvement plans to drive consistent results.

Analyze key performance metrics, generate comprehensive reports on team performance and revenue trends, and present data-driven insights and recommendations to executive leadership for strategic decision-making.

Qualification

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Sales ManagementWealth ManagementSeries 7 LicenseSeries 66 LicenseSeries 24 LicenseCRM SystemsHubspotPerformance OptimizationBusiness GrowthStrategic Thinking