Allworth Financial

Manager

• Lead, coach, and develop a high-performing inside sales team focused on prospective client engagement, lead qualification, and conversion
• Oversee day-to-day performance and development of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists
• Establish sales goals, performance expectations, productivity standards, and staffing alignment with organic growth objectives
• Monitor outbound activity, lead response times, contact rates, appointment-setting rates, qualification rates, conversion rates, and pipeline progression
• Conduct performance reviews, team assessments, feedback, coaching, and structured performance management
• Serve as the primary escalation point for complex prospective client interactions, sales execution challenges, and team performance matters
• Deliver call reviews, live coaching sessions, role-playing exercises, individual development meetings, and onboarding
• Develop coaching and performance improvement plans and identify high-potential team members for professional development
• Oversee workload distribution, lead assignment, outreach priorities, staffing coverage, schedules, attendance, and resource allocation
• Manage hiring, onboarding, employee development, evaluations, disciplinary recommendations or actions, and employee relations in partnership with HR and Sales leadership
• Ensure compliance with sales processes, CRM documentation requirements, communication standards, financial services rules, and company policies
• Oversee use of Salesforce, sales enablement platforms, and communication tools
• Partner with Sales leadership, Marketing, financial advisors, business development professionals, and other internal partners to improve lead management and conversion
• Analyze sales data, lead quality, engagement trends, and conversion metrics; prepare regular performance updates and recommendations
• Refine sales processes, qualification criteria, outreach strategies, messaging, scripts, technologies, and training initiatives
• Report to the Director of Future Client Development and partner with the Chief Business Development Officer

Explore Client Development Manager at Allworth Financial. Review requirements and application details.