Reinforce adherence to defined sales processes and best practices.

Onboarding and Ramp Execution

• Execute onboarding and training for new RVPs.

• Refine onboarding and ramp processes through continuous feedback.

• Support new hires in efficiently reaching productivity benchmarks.

Operating Cadence

• Lead weekly team meetings focusing on performance, accountability, and best practices.

• Conduct weekly 1:1 pipeline reviews with each RVP.

• Shadow client or prospect meetings to provide direct coaching and feedback.

• Maintain visibility into pipeline health and sales activity.

Performance Monitoring and Reporting

• Track individual and team performance against defined metrics.

• Provide regular performance updates and insights to firm leadership.

• Drive accountability through consistent follow-up and coaching.

• All other duties as assigned.

Education & Qualifications

• Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field

• Minimum of 7 years in financial services

• Minimum of 5 years in a sales leadership role

• Proven ability to leverage data analytics and insights to drive results

• Strong leadership and team-building skills with the ability to inspire and motivate a diverse team

• Superior verbal and written communication skills

• Proficiency with Microsoft Office Suite or related software

• Familiarity with Salesforce and support organization functionality

• FINRA Series 65 required

• CFP® or other planning designation preferred

• Ability to travel up to 15% as needed

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The base salary grade for those who are classified as this level is $125,000. to $150,000.00. TheDirector, New Client Developmentrole is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Originally posted on Himalayas