Sales Manager | Wealth Management
About the Company Our client is a well-established asset management firm committed to helping individuals, families, and institutions build and protect wealth through disciplined investment strategies and personalized financial planning. The firm values lasting client relationships built on trust, transparency, and results.
Position Overview Our client is seeking an experienced, licensed Sales Manager to lead, coach, and expand a team of financial advisors. This leadership role offers a competitive salary, team production overrides, and the flexibility to maintain a personal book of business or focus solely on leadership and development without active production.
Key Responsibilities
- Recruit, mentor, and develop a high-performing team of financial advisors.
- Set clear sales targets and accountability structures for individual and team performance.
- Support producing and non-producing advisors with strategic guidance, advanced casework, and client engagement.
- Collaborate with senior leadership to drive growth initiatives and expand market presence.
- Maintain compliance with industry standards and firm policies.
- Option to maintain a personal book of business or focus exclusively on management.
Qualifications
- 10+ years of experience in financial advising, asset management, or wealth management.
- Active licenses: Series 6 or 7, 63/65 or 66, and Life & Health (or ability to obtain).
- Demonstrated success in building, managing, and coaching sales teams.
- Strong interpersonal, motivational, and leadership skills.
- Proven ability to drive sales growth while maintaining a client-first culture.
- Existing book of business is a plus, but not required.
Compensation and Benefits
- Competitive base salary.
- Overrides based on team production.
- Flexibility to maintain personal production or focus solely on leadership.
- Comprehensive benefits, including health, dental, vision, and 401(k).
- Professional growth and advancement opportunities.
Why Consider This Opportunity? Join a respected, client-focused wealth management firm with a collaborative, growth-oriented culture. This opportunity offers the ability to make a meaningful impact by developing financial advisors, driving team performance, and contributing to the firm's continued growth.
Apply today to take the next step in your leadership career in wealth management.