Director, New Client Development
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an exceptional opportunity for aDirector, New Client Development! This role provides direct leadership to a team of Regional Vice Presidents focused on driving organic growth and acquiring new clients. As a hands-on leader, you will elevate sales performance through coaching, data-driven management, and execution of best practices in support of WEG's growth strategy. RIA Experience is Required.
This is aRemote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is$125,000 to $150,000, exclusive of bonuses and benefits. This role is also eligible for variable compensation. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Team Leadership and Performance Management
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.
Coaching and Sales Performance
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.
Onboarding and Ramp Execution
Execute onboarding and training for new RVPs.
Refine onboarding and ramp processes through continuous feedback.
Support new hires in efficiently reaching productivity benchmarks.
Operating Cadence
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.
Performance Monitoring and Reporting
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.
All other duties as assigned.
Education & Qualifications
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
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The base salary grade for those who are classified as this level is $125,000. to $150,000.00. The Director, New Client Development role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
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)
Should you need reasonable accommodation when completing the application form or during the selectionprocess, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.