Job Details

Team Leadership & Performance Management Lead and coach a team of 3 Client Development Specialists. Set clear expectations and hold the team accountable to performance standards. Monitor daily activity, conversion rates, and pipeline health. Identify performance gaps and implement solutions quickly. Own hiring, onboarding, and performance management. Foster a culture of accountability and continuous improvement. Player-Coach Execution Carry an individual quota (meetings pipeline/ AUM contribution). Actively prospect through calls, LinkedIn, and multi-channel outreach. Lead by example in activity level, messaging, and conversion performance. Balance time between team leadership (~30%) and individual production (~70%), flexing as needed. KPI Ownership Own weekly meetings set (primary KPI), activity volume (calls, LinkedIn, outreach), conversion rates (lead to meeting), and pipeline/ AUM targets. Build and maintain reporting to track performance and drive decisions. Diagnose performance g...Sales Manager, Sales, Manager, Team Leader, Performance, Leadership, Staffing