Client Development Manager

Allworth Financial

. Lead, coach, and develop a high-performing inside sales team focused on prospective client engagement, lead qualification, and conversion .

Posted 10/16/2026full-timeRemote • California • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading and developing high-performing sales teams, with a strong focus on consultative selling, performance management, and data-driven decision-making. Proficient in utilizing Salesforce for sales tracking and pipeline management while ensuring compliance with financial services regulations.

Highest-signal resume keywords

Sales LeadershipConsultative SellingPerformance ManagementSalesforce ProficiencyCoaching and Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Performance MetricsLead QualificationOutbound ProspectingData AnalysisSales Training Development

Soft Skills

Communication SkillsInterpersonal SkillsProblem-SolvingOrganizational SkillsTeam Motivation

Tools & Technologies

SalesforceSales Enablement PlatformsPerformance Analytics ToolsCall Monitoring Platforms

Industry Keywords

Financial ServicesWealth ManagementConsultative Professional ServicesSales ProcessesEmployee Development

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years of demonstrated success in sales, business development, or a consultative selling environment, including experience achieving or exceeding measurable sales goals
2+ years of experience in sales leadership, team management, or a formal sales coaching role
Demonstrated ability to lead, motivate, coach, and develop sales professionals to achieve individual and team performance objectives
Proven track record of improving sales performance through structured coaching, effective performance management, and data-driven decision-making
Strong understanding of consultative selling, outbound prospecting, lead qualification, objection handling, and conversion strategies
Experience managing sales performance metrics, analyzing results, and implementing strategies to improve productivity and conversion
Excellent verbal and written communication skills, with the ability to provide clear direction, constructive feedback, and effective coaching
Strong interpersonal and leadership skills, including the ability to build trust, establish accountability, and motivate individuals with varying levels of experience
Demonstrated ability to manage competing priorities, solve problems, and exercise sound judgment in a fast-paced, performance-driven environment
Proficiency with Salesforce or a comparable CRM platform, including sales activity tracking, pipeline management, and performance reporting
Strong organizational skills, attention to detail, and the ability to manage both strategic priorities and daily operational responsibilities
Ability and willingness to comply with all applicable financial services rules, regulations, and company policies
Ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, and use telephone and computer systems
Preferred: 7+ years of successful sales or business development experience, with demonstrated progression into leadership responsibilities
Preferred: 3+ years of direct people-management experience within an inside sales, outbound sales, or business development organization
Preferred: Experience leading teams responsible for high-volume outbound calling, lead qualification, appointment setting, or prospective client conversion
Preferred: Background in financial services, wealth management, Registered Investment Advisors, or other consultative professional services environments
Preferred: Demonstrated success building or scaling sales teams, implementing structured coaching programs, or improving sales productivity
Preferred: Experience developing sales training materials, performance scorecards, and individual development plans
Preferred: Familiarity with sales enablement technologies, call monitoring platforms, and performance analytics tools
Preferred: Experience managing remote sales professionals across multiple geographic markets

Benefits

Comp & perks

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company
Opportunities for continued professional development and potential advancement into broader Sales leadership roles