Director, New Client Development

We have an exceptional opportunity for aDirector, New Client Development! This role provides direct leadership to a team of Regional Vice Presidents focused on driving organic growth and acquiring new clients. As a hands-on leader, you will elevate sales performance through coaching, data-driven management, and execution of best practices in support of WEG's growth strategy.

This is aRemote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is$125,000 to $150,000, exclusive of bonuses and benefits. This role is also eligible for variable compensation. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Team Leadership and Performance Management

• Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition.

• Oversee day-to-day team operations, ensuring performance accountability.

• Partner with the VP, New Client Development on evaluations and escalation matters.

• Establish a consistent cadence of coaching, feedback, and performance tracking.

Coaching and Sales Performance

• Deliver hands-on coaching to enhance individual sales effectiveness.

• Reinforce adherence to defined sales processes and best practices.

• Identify performance gaps and implement targeted development plans.

• Strengthen overall team capabilities through ongoing skill development.

Onboarding and Ramp Execution

• Execute onboarding and training for new RVPs.

• Refine onboarding and ramp processes through continuous feedback.

• Support new hires in efficiently reaching productivity benchmarks.

Operating Cadence

• Lead weekly team meetings focusing on performance, accountability, and best practices.

• Conduct weekly 1:1 pipeline reviews with each RVP.

• Shadow client or prospect meetings to provide direct coaching and feedback.

• Maintain visibility into pipeline health and sales activity.

Performance Monitoring and Reporting

• Track individual and team performance against defined metrics.

• Provide regular performance updates and insights to firm leadership.

• Drive accountability through consistent follow-up and coaching.

• All other duties as assigned.

Education & Qualifications

• Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field

• Minimum of 7 years in financial services

• Minimum of 5 years in a sales leadership role

• Proven ability to leverage data analytics and insights to drive results

• Strong leadership and team-building skills with the ability to inspire and motivate a diverse team

• Superior verbal and written communication skills

• Proficiency with Microsoft Office Suite or related software

• Familiarity with Salesforce and support organization functionality

• FINRA Series 65 required

• CFP® or other planning designation preferred

• Ability to travel up to 15% as needed

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The base salary grade for those who are classified as this level is $125,000. to $150,000.00. TheDirector, New Client Development role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)