Director, New Client Development

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. We have an exceptional opportunity for a Director, New Client Development.

Responsibilities

• 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.
• Deliver hands-on coaching to enhance individual sales effectiveness.
• Identify performance gaps and implement targeted development plans.
• Strengthen overall team capabilities through ongoing skill development.
• Execute onboarding and training for new RVPs.
• Refine onboarding and ramp processes through continuous feedback.
• Support new hires in efficiently reaching productivity benchmarks.
• 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.
• 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.

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.

Benefits

• Comprehensive benefits offerings including health and wellness, financial well-being, professional development, and work/life harmony.
• Training and professional development.
• Medical, dental, and vision coverage.
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA).
• Life and AD&D insurance.
• Short-term and long-term disability, workers compensation.
• 401(k) 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.
• Reimbursement for tuition, licensing, and other credentials.