Growth Leader (Coaching)
About the team
At PSBLTY, we’re assembling a powerhouse team of passionate, innovative, and growth-driven leaders who are committed to helping others achieve their fullest potential. Our team is not just about filling roles; it’s about creating a collective force that drives authentic growth for our client partners and within our own organization. As part of a rapidly growing company, our team members are expected to take 100% responsibility for everything they do, think strategically, make bold decisions, and act as catalysts for transformation in the financial services industry—and beyond. This team thrives on a culture of possibility, where every member is encouraged to bring their boldest, most authentic self to work, contribute fresh ideas, and push the boundaries of what’s possible. We draw inspiration from world-class organizations that don’t just follow trends but set them. Here, you’ll have the freedom to experiment, the support to grow, and the tools to make a real impact, whatever your role. Reporting to our Director of Fulfillment, you’ll collaborate closely with a dynamic group of growth leaders, strategists, and client success champions. Together, we’re not just building a company; we’re crafting a movement that empowers other leaders to stand out and make a difference. Join us, and you’ll be part of a team that’s dedicated to breaking new ground, both in our own growth and in the growth we create for our client partners.
About the role
At PSBLTY, we believe that creating value is at the heart of every role. Whether someone’s a growth leader, strategist, or specialist, everybody’s contributions are key to our collective success, yours included. As a Growth Leader, you will facilitate coaching cohorts and sessions for financial advisors, creating clarity, driving accountability, and producing measurable business and personal outcomes. You will be responsible to:
- Facilitate 1:1 and small group coaching cohorts that deliver clarity, value, and actionable next steps.
- Drive client partner outcomes by setting goals, tracking progress, and celebrating measurable wins.
- Provide program and product feedback to improve PSBLTY offerings and client experiences.
- Ensure deliverable quality and timeliness, reviewing work outputs and keeping commitments on scope and deadlines.
- Conduct session prep and follow-up to reinforce accountability and maximize impact.
- Support client partner retention through proactive relationship-building and high-value