Director, New Client Development
Location
United States
Posted
7 days ago
Salary
$125K - $150K / year
Seniority
Lead
Job Description
Director, New Client Development
Wealth Enhancement Group
• Directly manage a team of Regional Vice Presidents (RVPs) responsible for new client acquisition. • Oversee day-to-day team operations, ensuring performance accountability. • Partner with the VP, New Client Development on evaluations and escalation matters. • Establish a consistent cadence of coaching, feedback, and performance tracking. • Deliver hands-on coaching to enhance individual sales effectiveness. • Reinforce adherence to defined sales processes and best practices. • Identify performance gaps and implement targeted development plans. • Strengthen overall team capabilities through ongoing skill development. • Execute onboarding and training for new RVPs. • Refine onboarding and ramp processes through continuous feedback. • Support new hires in efficiently reaching productivity benchmarks. • 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. • 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.
Job Requirements
- 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
Benefits
- 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)
Related Guides
Related Categories
Related Job Pages
More Director Jobs
Senior Director, Enterprise Applications
ImpinjImpinj is a leading RAIN RFID provider and Internet of Things pioneer. We’re inventing ways to connect every thing to the Internet—including retail apparel, retail general merchandise, healthcare items, automobile parts, airline baggage, food, and much more. With more than 100 billion items connected to date, and multiple Fortune 500 enterprises around the world using our platform, we solve for a better understanding of our world.
Role Description We are seeking a Senior Director of Enterprise Applications to lead our Enterprise Applications team as Impinj grows. Reporting to the VP of IT, this is a people-first leadership role focused on coaching and growing a high-impact team, managing consultant and vendor engagements, and stewarding a technology strategy that scales with the business. - Lead, mentor, and grow a team of business systems engineers, fostering a culture of technical excellence, accountability, and continuous improvement. - Manage multiple concurrent consultant partnerships, accountable for the quality of deliverables and outcomes. - Oversee a large and complex vendor portfolio, ensuring alignment to architectural standards, delivery timelines, and contractual requirements. - Define and lead a multi-year strategy for the enterprise applications portfolio while maintaining accountability for near-term delivery. - Own the enterprise application architecture across ERP, CRM, cloud-native SaaS platforms, and custom integrations, ensuring coherence, scalability, and reliability across the full portfolio. - Lead the strategic adoption of AI tools and capabilities across the enterprise, identifying high-value opportunities and building organizational readiness to scale responsibly. - Drive prioritization across a complex environment, balancing long-term strategic initiatives with operational needs, and leading delivery of major programs. - Establish architecture standards, integration patterns, and governance frameworks including SOX compliance, and manage the portfolio budget across vendor contracts, licensing, staffing, and project investment. - Serve as a trusted strategic advisor to senior stakeholders across Finance, Legal, HR, Engineering, Sales, and Operations. - Translate business needs into clear technology roadmaps and communicate tradeoffs, risks, and recommendations to both executive and operational audiences. Qualifications - Bachelor’s degree or equivalent experience in Information Technology, Computer Science, Business, or a related field. - 15+ years of experience in enterprise applications, business systems, or IT, with at least 8 years in a people management role. - Demonstrated experience building and developing highly effective teams, fostering individual growth and creating conditions where people can contribute and thrive. - Deep familiarity with ERP platforms (D365 F&O, SAP, Oracle, or NetSuite) and CRM ecosystems (Salesforce), including architecture, integration, and governance. - Consistent track record of developing and delivering technology strategy grounded in strong enterprise architecture principles, cloud-native SaaS patterns, and cross-system integration design. - Experience leading enterprise-wide technology changes, including evaluating new platforms, building business cases, and driving adoption across diverse stakeholder groups. - Experience managing multi-vendor and consultant ecosystems including contract oversight, performance management, and budget stewardship. - Deep working knowledge of SOX, ITIL, and Agile/SDLC methodologies, with the judgment to apply the right framework for the context and draw on the strengths of each. Benefits - The typical base pay range for this role across the US is $178,400 - $267,600. - Individual base pay depends on various factors such as complexity and responsibility of role, job duties, requirements, and relevant experience and skills. - At Impinj, certain roles are eligible for additional rewards, including merit increases, annual bonus, and stock. - US-based employees have access to healthcare benefits, a 401(k) plan, and company match among others. Company Description Impinj is a leading RAIN RFID provider and Internet of Things pioneer. We’re inventing ways to connect every thing to the Internet — including retail apparel, retail general merchandise, healthcare items, automobile parts, airline baggage, food, and much more. With more than 100 billion items connected to date, and multiple Fortune 500 enterprises around the world using our platform, we solve for a better understanding of our world. Impinj is committed to creating a diverse and inclusive work environment and welcomes applicants from all backgrounds.
• Manage Pivot Energy’s preconstruction function across a portfolio of distributed generation, community solar, commercial solar, and energy storage projects. • Maintain strategic alignment, support commercial direction, and govern preconstruction management. • Develop a high-performing preconstruction team, manage scalable operating standards, and reinforce process consistency. • Ensure alignment across Development, Engineering, Procurement, Finance, Legal, Compliance, Project Management, and Construction Management.
Project Director
DCS - Designed Conveyor SystemsSupply Chain Solutions to Help You Keep Your Promise to Deliver on Time.
• Lead large, high-complexity distribution center and automation implementations, including greenfield and brownfield projects. • Serve as the executive owner of a single large-scale project from concept through go-live and final acceptance. • Own project performance across scope, schedule, budget, quality, safety, and customer satisfaction. • Establish project execution strategies that align customer expectations with DCS business objectives. • Maintain overall accountability for successful project delivery and achievement of contractual commitments. • Drive accountability across all project stakeholders and functional teams. • Serve as the primary executive interface between DCS and the customer. • Build and maintain strong relationships with customer leadership and key decision-makers. • Lead executive project reviews, steering committee meetings, and critical escalation discussions. • Provide proactive communication regarding project performance, risks, mitigation plans, and key decisions. • Resolve customer concerns while balancing commercial protection and long-term partnership objectives.
Role Description Visit.org is looking for a passionate and ambitious Director of Product to join our remote team. The Director of Product will maximize efficiency in a constantly evolving environment, where processes are fluid and creative solutions are the norm. The right candidate will have an entrepreneurial spirit, extreme passion for our mission, and the energy and discipline to come in and be a builder in a start-up tech environment. Responsibilities - Own Visit.org's overall product strategy, collaborate with the CTO and COO to ensure the effective and timely launch and execution of products. - Drive product development, create a long-term strategy and vision, and prioritize work to ensure prompt and high-quality delivery of the roadmap. - Lead the ideation, technical development, and launch of innovative global-scale enterprise products. - Lead an AI-first product strategy by embedding AI capabilities into the product roadmap and driving adoption of AI tools to optimize internal product development processes. - Create a collaborative and dynamic team culture. Proactively plan the structure, scale and develop the product team. - Set processes for your team, working closely with business partners to ensure all are working towards the same goals. - Become an expert with our software, customers, and market, and be able to identify, prioritize, and execute on tactical and strategic projects. - Work cross-functionally with other teams, such as sales, account management, and marketing to make sure their objectives are met, opinions are considered, and plans are communicated. - Define metrics that inform the success of our products. - Collect and analyze feedback from customers, stakeholders, and other teams to shape requirements, features, and end products. - Manage Data Strategy to support strategic goals. - Direct the collection, processing, and interpretation of data from product usage, sales pipelines, and market research. - Present insights from market research to stakeholders in monthly strategy meetings. - Conduct periodic design reviews of major projects with C-level stakeholders. Qualifications - 8+ years of product management experience, with at least 4 years in a team leadership role. - 4+ years of experience in product management in B2B SaaS, with proven success delivering for enterprise or upmarket segments. - Proven experience defining and delivering AI-enabled products, along with hands-on use of AI tools to enhance decision-making, operations, and cross-functional workflows. - History of delivering results and leading with a balanced focus on both analytical and qualitative user research. - Strong data skills in quantitative analytics and qualitative user research. - Exceptional at taking ideas and ambiguous data, defining the right outcome, and then mapping the right strategy and roadmap to get there. - Passion for world-class UX and a sharp eye for detail. - Excellent communication skills and the ability to bring stakeholders on board. - Self-starter mindset, thriving in dynamic, fast-moving environments. Benefits - This is a remote, full-time role with a competitive salary and health benefits. - Health, Dental, Vision. - Unlimited PTO + Holiday + Birthday off! - Unlimited Social Impact Time Off (SITO)! - A company-wide annual paid holiday break between Christmas and New Year’s Eve to rest and recharge. - Competitive salary. - Mission-aligned company events/volunteering. - Inclusive, exciting start-up culture. - Accelerated career & personal growth. - Culture Club and more! - Salary range $150,000 to $180,000 DOE; however, base pay offered may vary depending on job-related knowledge, skills, and experience. A range of benefits may include equity, healthcare benefits, and paid time off may be provided as part of the compensation package.



