Future Client Development Manager

Responsibilities

• Provide direct leadership and supervision to a team of Future Client Development Associates, Specialists and Senior Specialists
• Deliver hands-on sales coaching in consultative selling, lead qualification and conversion
• Monitor sales KPIs including contact rates, appointment-setting and conversion rates
• Oversee hiring, onboarding, performance evaluations and professional development
• Partner with Sales leadership to drive organic growth and staffing alignment

Requirements

• 5+ years of sales, business development or consultative selling experience
• 2+ years of sales leadership, team management or sales coaching
• Proven ability to lead, coach and develop sales professionals
• Experience with Salesforce or a comparable CRM
• Excellent verbal and written communication skills

Preferred Qualifications

• 7+ years of sales experience with progression into leadership
• Background in financial services, wealth management or RIAs
• Experience managing remote sales professionals across markets

Benefits

• Medical, dental and vision insurance; HSA and flexible spending accounts
• Generous 401K contributions and flexible paid time off
• 11 paid holidays and option to join the Equity Purchase Program

About the Company

• Independent, fee-based fiduciary investment advisory firm founded in Sacramento in 1993.
• Private equity-backed, multibranch registered investment adviser focused on full-context wealth planning.