We are seeking an experienced, dynamic, and entrepreneurial
Senior Client Engagement Manager to build and lead our centralized lead development and prospect conversion process. In this pivotal role, your sole focus is client acquisition. You will play two key roles:
- Run high-quality intro consultations with qualified prospects, translate their needs into a simple planning roadmap, and match them to the best-fit Janney advisor. You are the bridge between marketing/BDR demand and our advisor force-turning intent into advisor-accepted opportunities and great first impressions.
- Provide strategic input impacting the overall Lead Generation and Conversion process, specifically related to top of funnel and nurture opportunities
With compensation tied directly to closed clients, this role offers uncapped earning potential and significant upside for top performers.
This role requires a strong understanding of the wealth management industry, strength in both direct prospect selling and a proactive mindset to continuously improve conversion and engagement strategies.
What you are good at:- Business Development Mindset -Skilled at consultative sales process including identifying prospect needs, building trust, and matching them to the relevant wealth management services / team.
- Client Service - you are a client-centric communicator with strong communication skills.
- Detail Oriented - possess a high attention to detail and follow-through.
- Getting Results - possess an entrepreneurial drive and are motivated by results and helping clients find the right advisory fit.
- Organization and Time Management - able to complete multiple tasks under frequent time constraints.
Responsibilities:Lead Pipeline Management
- Owns the full sales cycle, driving qualified prospects through to signed client relationships and ensuring deals are closed, not just handed off.
- Provide strategic input to Marketing team on the content and messaging resonating with target client profiles and identified planning needs
Lead Engagement & Qualification
- Hold a meaningful introductory meeting with qualified client leads and conduct intro consults to learn more about their goals, needs, timeline, and readiness.
- Communicate the depth of services Janney offers
- Deliver high-touch experiences and personalized follow-ups to drive conversion, including creation and delivery of personalized financial plans
Advisor Handoff Process
- Assign to right-fit advisor based on needs, complexity, location, capacity, and specialty/practice area (e.g., cash-flow planning, business owners).
- Prepare detailed lead summaries and ensure high-quality handoff to advisors
- Track advisor follow-up and client progression; assist in closing feedback loop
- Maintain advisor trust and accountability by delivering qualified, engaged prospects
Tracking & Reporting
- Manage lead data in Salesforce, including lead profile, current status, outcomes, tasks, and notes
- Analyze quantitative and qualitative conversion trends and recommend improvements to lead flows and nurture journeys
- Provide regular updates on KPIs such as engagement rate, meeting conversion, and advisor acceptance
Qualifications and experience:- Series 7 and 66 (or equivalent) licenses
- CFP4 designation strongly preferred
- 5-10 years of experience in wealth management, client service, or business development including direct sales with clients
- Proven experience qualifying and converting leads in a high-trust environment
- Strong understanding of financial planning, investment management, and client psychology
- Proficient with Salesforce and lead management tools
- Comfortable with both strategic planning and hands-on lead engagement
- Client-centric communicator with a strong phone and email presence
- Analytical mindset with an eye for optimizing conversion funnels
- Collaborative leader who works well across marketing, advisor, and operations teams
- High attention to detail, follow-through, and process discipline
- Motivated by results and helping clients find the right advisory fit
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
