Farther · 6 hours ago
Lead Generation Sales Leader
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ConsultingFinance
Growth Opportunities
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Responsibilities
Build and lead a high-performing lead generation team that serves as the engine for our sales organization's growth
Develop and implement comprehensive strategies to optimize lead qualification, distribution, and conversion across both Momentum and Direct sales channels
Create and maintain performance metrics, KPIs, and reporting systems to track team effectiveness and identify areas for improvement
Collaborate with marketing to align lead generation efforts with broader company initiatives and campaigns
Design and implement training programs to enhance team capabilities and ensure consistent high performance
Establish and maintain scalable processes that enable efficient lead handling and maximize conversion rates
Partner with sales leadership to ensure smooth handoff processes and alignment between lead gen and closing teams
Qualification
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Required
7+ years of sales leadership experience, with at least 3 years specifically leading lead generation or SDR teams
Proven track record of building and scaling high-performing sales development teams
Deep understanding of wealth management and financial services sales processes
Experience with sales technology stack implementation and optimization
Strong analytical skills with the ability to use data to drive decision-making
Excellence in process development and team training
Bachelor's degree required
Preferred
Relevant advanced degree or industry certifications
Experience in both B2B and B2C sales environments
Previous experience in wealth management or fintech
Proven success in implementing innovative lead generation strategies
Experience with Salesforce and modern sales engagement platforms
Track record of achieving significant year-over-year growth in lead generation and conversion
Benefits
Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to enhance financial planning services.
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Recent News
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