Future Client Development Manager

About Allworth Financial:

Allworth Financial is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education.

Role Overview:

The Future Client Development Manager reports to the Director of Future Client Development and is responsible for leading, coaching, and developing a high-performing inside sales team focused on driving organic growth through prospective client engagement, lead qualification, and conversion.

As a hands-on sales leader, the Manager oversees the day-to-day performance and development of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists. This position carries direct supervisory responsibility for the team, including hiring, onboarding, coaching, performance management, and professional development.

Duties and Responsibilities:

Sales Leadership and Performance Management (35%)

• Provide direct leadership and supervision to a team of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists.
• Establish, communicate, and reinforce individual and team sales goals, performance expectations, and productivity standards.
• Monitor key sales performance indicators, including outbound activity, lead response times, contact rates, appointment-setting rates, qualification rates, conversion rates, and pipeline progression.
• Conduct regular individual performance reviews and team performance assessments.
• Hold team members accountable for achieving established performance expectations.
• Analyze individual and team sales results to identify trends and strategies to increase conversion effectiveness.
• Partner with Sales leadership to establish sales targets, evaluate capacity, and align staffing with lead volume and growth objectives.
• Serve as the primary escalation point for complex prospective client interactions and team performance matters.

Sales Coaching, Training and Talent Development (30%)

• Deliver consistent, hands-on sales coaching in consultative selling, lead qualification, objection handling, appointment setting, and prospective client conversion.
• Conduct call reviews, live coaching sessions, role-playing exercises, and individual development meetings.
• Develop individualized coaching and performance improvement plans to address skill gaps.
• Lead the onboarding and development of new team members.
• Identify high-potential team members and create opportunities for professional development and advancement.

Team Management and Operational Execution (20%)

• Oversee daily team operations, including workload distribution, lead assignment, outreach priorities, and staffing coverage.
• Maintain direct reporting authority for assigned team members, including hiring, onboarding, performance evaluations, and employee development.
• Partner with Human Resources and Sales leadership on recruitment, staffing, employee relations, and performance management.
• Ensure team members follow established sales processes, CRM documentation requirements, and applicable compliance policies.
• Oversee the team's use of Salesforce, sales enablement platforms, and communication tools.

Sales Strategy, Reporting and Continuous Improvement (15%)

• Partner with the Director of Future Client Development and Chief Business Development Officer to execute sales strategies that increase lead conversion and productivity.
• Analyze sales performance data, lead quality, and conversion metrics to identify opportunities for improved effectiveness.
• Prepare and communicate regular performance updates, including key metrics, trends, challenges, and recommended actions.
• Support the implementation of new sales technologies, CRM enhancements, training initiatives, and process improvements.

Experience and Qualifications:

Required

• 5+ years of demonstrated success in sales, business development, or a consultative selling environment, including 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.
• Strong understanding of consultative selling, outbound prospecting, lead qualification, objection handling, and conversion strategies.
• Excellent verbal and written communication skills.
• Proficiency with Salesforce or a comparable CRM platform, including pipeline management and performance reporting.
• Ability and willingness to comply with all applicable financial services rules, regulations, and company policies.

Preferred

• 7+ years of successful sales or business development experience, with progression into leadership.
• 3+ years of direct people-management experience within an inside sales, outbound sales, or business development organization.
• Background in financial services, wealth management, Registered Investment Advisors, or consultative professional services.
• Experience managing remote sales professionals across multiple geographic markets.

Additional Information:

The Future Client Development Manager is a people-leadership position with direct responsibility for team performance, employee development, and operational execution. The position offers opportunities for continued professional development and potential advancement into broader Sales leadership roles.

OSHA Requirement: This position requires the ability to stand or sit for long periods, lift at least 15 pounds, file documents in high or low cabinets, and use telephone and computer systems.

Compensation: Competitive base salary commensurate with experience plus target bonuses paid ongoing.

Benefits:

• 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
• Flexible paid time off for exempt associates
• 11 Paid Holidays
• Option to participate in the Equity Purchase Program (contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

Benefits are available to full-time associates who work more than 30 hours a week.

Allworth Financial participates in E-Verify.