Director, Sales Data and Compensation Strategy (Field Ops) (PL)
About the role
This is a high-visibility position with direct impact on how the firm attracts, motivates, and retains top advisor talent. You’ll have a seat at the table on decisions that shape the strategy of the business.
Responsibilities
Lead the design and ongoing refinement of incentive compensation programs for all Retail sales teams (domestic and international), ensuring alignment with business objectives and growth priorities
Own the end-to-end compensation planning cycle — from philosophy and structure through modeling and communication
Partner with finance and HR to ensure plans are fiscally sound, compliant, competitive in market and administrated effectively
Translate complex compensation structures into clear, advisor-facing communications that drive understanding and motivation
Design, track and deliver core recognition programs, including FC Leveling, FC Emeritus, Chairman’s Club
Lead the annual neutral factors process to support compensation plan design and performance expectations
Build and own the data strategy that supports sales performance measurement, compensation accuracy, and business intelligence
Define the metrics and reporting frameworks leadership relies on to evaluate productivity, growth, and ROI across the field
Partner with technology, Data and CRM teams to ensure data integrity, automation, and scalability
Identify opportunities to use data proactively — surfacing insights that inform territory design, goal setting, and resource allocation
Serve as the primary liaison between field leadership, finance, HR, and technology as it relates to compensation and performance data
Influence senior stakeholders through clear analysis, crisp storytelling, and a well-articulated point of view
Lead a small team and develop talent capable of growing with the function
Requirements
7+ years of experience incentive compensation design including asset-based, revenue-based, and solutions-oriented structures
Strong command of data tools and platforms — experience with Salesforce, CRM analytics, or business intelligence tools preferred
5+ years of direct people leadership experience
Currently at a Director level of leadership in title/experience
Develop and execute the vision and strategy for the Sales Compensation and Data Analysis team, aligning incentive design, analytics, and performance insights with business priorities to drive sales effectiveness, operational rigor, and data-informed decision-making
A client-centric focus that keeps clients and sales professionals in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel
Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business
Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, and influence partners
Strong presentation skills, including building and presenting a compelling vision focused on the ability to influence both senior executives and sales leaders
Strong analytical and problem-solving skills
Detail-oriented with superior project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis
Ability to gain respect and support of senior leadership, partners and peers and lead a team of individuals in delivering against our strategy
Qualifications
7+ years of experience incentive compensation design including asset-based, revenue-based, and solutions-oriented structures
Strong command of data tools and platforms — experience with Salesforce, CRM analytics, or business intelligence tools preferred
5+ years of direct people leadership experience
Currently at a Director level of leadership in title/experience
Develop and execute the vision and strategy for the Sales Compensation and Data Analysis team, aligning incentive design, analytics, and performance insights with business priorities to drive sales effectiveness, operational rigor, and data-informed decision-making
A client-centric focus that keeps clients and sales professionals in the forefront of decisions and connects plans and actions to our purpose of serving investors and branch network personnel
Demonstrated experience building relationships and working with cross-functional teams to design and deliver client experience initiatives, including evaluating opportunities and making recommendations based on the unique needs of the business
Superior written and verbal communication skills, including being able to synthesize data, develop cohesive business cases and recommendations, and influence partners
Strong presentation skills, including building and presenting a compelling vision focused on the ability to influence both senior executives and sales leaders
Strong analytical and problem-solving skills
Detail-oriented with superior project management skills and the ability to multi-task and work efficiently to meet deadlines on an independent basis
Ability to gain respect and support of senior leadership, partners and peers and lead a team of individuals in delivering against our strategy
Skills
Experience with incentive compensation design including asset-based, revenue-based, and solutions-oriented structures
Strong command of data tools and platforms — experience with Salesforce, CRM analytics, or business intelligence tools preferred
Leadership experience in a similar role
Excellent written and verbal communication skills
Strong presentation and storytelling skills
Strong analytical and problem-solving skills
Project management and multitasking abilities
Benefits
401(k) with company match and Employee stock purchase plan
Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Pay
Competitive salary and benefits package
Schedule
Hybrid work schedule that provides flexibility to work from home and office