Remote opportunity at
Allworth FinancialFuture Client Development Manager
Allworth Financial is seeking a Future Client Development Manager to lead, mentor, and supervise an inside sales team focused on organic growth through prospective client engagement…
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About This Role
Allworth Financial is seeking a Future Client Development Manager to lead, mentor, and supervise an inside sales team focused on organic growth through prospective client engagement and conversion. Operating as a hands-on sales leader, this position oversees Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists. The Manager manages daily team operations, drives performance metrics, and partners with sales leadership and cross-functional teams to maximize the efficiency…
Job Description
Allworth Financial is seeking a Future Client Development Manager to lead, mentor, and supervise an inside sales team focused on organic growth through prospective client engagement and conversion. Operating as a hands-on sales leader, this position oversees Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists. The Manager manages daily team operations, drives performance metrics, and partners with sales leadership and cross-functional teams to maximize the efficiency of national lead generation channels.
Founded in 1993 and headquartered in Sacramento, California, Allworth Financial is an independent investment advisory firm and registered investment adviser offering comprehensive wealth planning solutions. The firm combines tax, investment, retirement, and estate considerations to assist clients with their overall financial lives.
This role suits an experienced sales leader with a background in consultative selling, coaching, and team management within a performance-driven environment. Responsibilities span direct personnel supervision, sales performance management, coaching and training delivery, and operational strategy execution.
Responsibilities
- Lead and supervise a team of Future Client Development Associates, Future Client Specialists, and Senior Future Client Specialists
- Set and reinforce individual and team sales goals, productivity standards, and performance expectations
- Monitor key sales metrics including outbound activity, response times, conversion rates, and appointment-setting rates
- Conduct regular individual performance reviews and team assessments to track results and enforce accountability
- Deliver hands-on sales coaching, role-playing exercises, and call reviews to improve consultative selling and objection handling
- Oversee daily operations such as lead assignment, workload distribution, and adherence to service-level expectations
- Partner with Human Resources and sales leadership regarding hiring, onboarding, employee relations, and disciplinary actions
- Analyze sales data and collaborate with leadership to refine outreach strategies and support organic growth objectives
Requirements
- Minimum of 5 years of proven success in sales, business development, or a consultative selling environment
- At least 2 years of experience in sales leadership, team management, or formal sales coaching
- Track record of achieving or exceeding measurable sales goals and improving results through data-driven strategies
- Strong understanding of outbound prospecting, lead qualification, objection handling, and conversion strategies
- Proficiency with Salesforce or a comparable CRM platform for pipeline management and activity tracking
- Ability to comply with all applicable company policies and financial services rules and regulations
Qualifications
- 7 or more years of successful sales or business development experience with progression into leadership
- 3 or more years of direct people-management experience inside an outbound sales, inside sales, or business development organization
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the remote work policy for this role?
The posting specifies that the job is remote.
What is the employment type for the Future Client Development Manager?
The position is full-time.
What is the salary for this position?
The posting does not specify a salary.
Who does this position report to?
The Future Client Development Manager reports directly to the Director of Future Client Development.
Sample Interview Questions
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