We are seeking a high-impact, data-driven Sales Manager (Player-Coach) to lead our Client Development team and own the performance of our prospect meeting engine. This role is responsible for driving consistent, predictable prospect meeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine.
This role is ultimately accountable for 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 - Team consistently 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
- Identify performance 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
- Weekly meetings set (primary KPI)
- Activity volume (calls, LinkedIn, outreach)
- Conversion rates (lead 1 meeting)
- Build and maintain reporting 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 and optimize tools (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 quickly
- Decisive and proactive in addressing challenges
- Process-oriented, with the ability to build and refine systems
- Proven track record of delivering against performance targets in a metrics-driven environment
- Series 65 or willingness to take the Series 65 exam in the first 6 months of employment
What We Offer - Collaborative, positive teammates
- Advancement opportunities
- Professional development options
- Rewarding work that matters
Compensation & Benefits - Base salary range: $120,000-$140,000/year, plus quarterly performance-based bonuses tied to:
- Conversion rates / pipeline performance
- Individual quota attainment
- On-target earnings (OTE): $180,000+
- 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
- Best and 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
