Sales Leadership & Performance Management (35%)

Provide direct leadership and supervision to a team of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists.

Establish, communicate, and reinforce individual and team sales goals, performance expectations, and productivity standards aligned with Allworth's organic growth objectives.

Monitor and manage key sales performance indicators, including outbound activity, lead response times, contact rates, appointment-setting rates, qualification rates, conversion rates, and pipeline progression.

Conduct regular individual performance reviews and team performance assessments to identify strengths, development opportunities, and areas requiring corrective action.

Hold team members accountable for achieving established performance expectations through consistent feedback, coaching, and structured performance management.

Analyze individual and team sales results to identify performance trends, opportunities for improvement, and strategies to increase conversion effectiveness.

Partner with Sales leadership to establish sales targets, evaluate capacity, and align staffing resources with lead volume and business growth objectives.

Ensure timely and effective engagement of prospective clients across all assigned lead channels.

Foster a results-oriented sales culture that emphasizes accountability, collaboration, continuous improvement, and exceptional prospective client service.

Serve as the primary escalation point for complex prospective client interactions, sales execution challenges, and team performance matters.

Sales Coaching, Training & Talent Development (30%)

Future Client Development Manager

Responsibilities

Qualification

Preferred

Benefits

Company

Allworth Financial

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