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Growth & Advisor Sales Manager

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

7+ years of sales management experience in wealth management or financial services, Series 7, 66, and 24 licenses required (or ability to obtain within 90 days), Bachelor's degree required; MBA preferred, Proven track record of building high-performing sales teams, Strong understanding of wealth management products and regulatory requirements.

Key responsabilities:

Design and implement sales frameworks and coach advisors
Lead and inspire financial advisors to exceed revenue targets
Drive full-cycle recruitment and onboarding process
Establish KPIs, conduct performance reviews, and implement improvement plans
Analyze performance metrics and present insights for strategic decision-making

Farther Fintech: Finance + Technology Scaleup https://farther.com/

51 - 200 Employees

See more Farther offers

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

Role Overview

We are seeking an exceptional Sales Manager to drive our ambitious expansion by leading and scaling our team of Financial Advisors. This role combines strategic leadership with hands-on sales management to shape the future of wealth management. The ideal candidate will be a dynamic leader who can build and nurture high-performing teams while driving sustainable growth and maintaining excellence in client service.

Key Responsibilities:

Sales Excellence & Development: Design and implement comprehensive sales frameworks while providing personalized coaching to enhance advisor effectiveness, accelerate productivity, and drive client engagement success.
Team Leadership & Strategy: Lead and inspire a team of financial advisors to exceed revenue targets while fostering a high-performance culture focused on client success and sustainable business growth.
Talent Acquisition & Integration: Drive the full-cycle recruitment process from sourcing to successful onboarding, including designing structured programs to accelerate advisor success and building key industry talent relationships.
Performance Optimization: Establish and track meaningful KPIs aligned with business objectives, conduct regular performance reviews, and implement strategic improvement plans to drive consistent results.
Strategic Analytics & Reporting: Analyze key performance metrics, generate comprehensive reports on team performance and revenue trends, and present data-driven insights and recommendations to executive leadership for strategic decision-making.

Qualifications:

7+ years of sales management experience in wealth management or financial services
Series 7, 66, and 24 licenses required (or ability to obtain within 90 days)
Bachelor's degree required; MBA or relevant advanced degree preferred
Proven track record of building and scaling high-performing sales teams
Strong understanding of wealth management products, services, and regulatory requirements
Experience with CRM systems and sales technology platforms, Hubspot preferred
Exceptional leadership, communication, and interpersonal skills
Strategic thinking with strong analytical and problem-solving abilities
History of exceeding revenue targets and driving business growth
Experience in a fast-paced, technology-driven environment

This role offers the opportunity to shape the future of wealth management at a cutting-edge firm that combines human expertise with innovative technology. The ideal candidate will be passionate about building and leading high-performing teams while driving substantial business growth.