Sales Manager

We areseekinga high-impact, data-drivenSales Manager (Player-Coach)to lead our Client Development team and own the performance of our prospect meeting engine.This roleis responsible fordriving consistent, predictableprospectmeeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine. This role isultimately accountablefor ensuring we consistently hit our weekly prospect meeting targets through a combination of team performance, conversion optimization, and hands-on execution. What Success Looks Like Teamconsistently meets or exceeds weekly qualified prospect meeting targets Improved conversion rates from lead to meeting Clear visibility into activity, performance, and pipeline metrics Proactive identification and resolution of performance gaps A culture of ownership, urgency, and results Key Responsibilities Team Leadership & Performance Management Lead and coach a team of 3 Client Development Specialists Set clear expectations and hold the team accountable to performance standards Monitor daily activity, conversion rates, and pipeline health Identifyperformance gaps and implement solutions quickly Own hiring, onboarding, and performance management Foster a culture of accountability and continuous improvement Player-Coach Execution Carry an individual quota (meetings + pipeline/AUM contribution) Actively prospect through calls, LinkedIn, and multi-channel outreach Lead by example in activity level, messaging, and conversion performance Balance time between team leadership (~30%) and individual production (~70%), flexing as needed KPI Ownership Own: Weekly meetings set (primary KPI) Activity volume (calls, LinkedIn, outreach) Conversion rates (lead → meeting) Pipeline/AUM targets Build andmaintainreporting to track performance and drive decisions This role is fully accountable for diagnosing performance gaps and implementing solutions to ensure targets are met.

Sales Strategy & Optimization Continuously improve outreach strategies, messaging, and sequences Analyze performance data to recommend changes Evaluate andoptimizetools (HubSpot, RingCentral, LinkedIn, etc.) Partner with Marketing to influence campaign strategy, targeting, and messaging based on sales insights and performance data Make recommendations and drive decisions on tools, workflows, and sales processes to improve team performance Qualifications Proven experience managing inside sales or SDR/BDR teams Strong individual sales performance and ability to lead from the front Analytical mindset with the ability to diagnose performance issues quicklyDecisive and proactive in addressing challenges Process-oriented, with the ability to build and refine systems Proventrack recordof delivering against performance targets in a metrics-driven environment Series 65 or willingness to take the Series 65examin the first 6 months of employment What We Offer Collaborative,positiveteammates Advancementopportunities Autonomy inyourrole Professionaldevelopmentoptions Rewardingworkthatmatters Uncapped bonuses Compensation & Benefits Base salary range: $120,000-$140,000/year,plus quarterly performance-based bonuses tied to: Team meeting targets Conversion rates / pipeline performance Individual quota attainment On-target earnings (OTE):$180,000+ 401(k) plan with opportunity to earn up to 7%thefirst year and 10% with tenure. Bestand brightest leaders will have opportunities to buy into and become owners in the firm over time. 11 paid holidays and 15 PTO days to use at your discretion. Employer paid Health/Dental/Vision insurance premiums for individuals and families.

Employer HSA contributions Employer paid Life and Long-Term Disability #J-18808-Ljbffr