Wealth Management/Sales Director
6 days ago
Goodwin Recruiting, a leading full-service recruiting agency, is seeking an experienced Wealth Management/Sales Director to lead and manage our Financial Planning & Sales team. This role oversees daily operations, improves workflow and productivity, and collaborates with senior leadership to enhance planning strategies and processes.
Key Responsibilities- Provide leadership and strategic direction to the Financial Planning & Sales team.
- Manage and develop team members to maintain consistent high performance and quality in all tasks.
- Act as a liaison between the financial planning team and other business departments, facilitating effective communication and collaboration.
- Generate and present performance reports and metrics to senior leadership.
- Identify and implement opportunities for process improvements, operational efficiencies, and technology enhancements to boost productivity.
- Collaborate with key stakeholders to drive process changes and achieve desired outcomes.
- Offer guidance and support to team members in handling complex client situations, providing solutions to meet client needs effectively.
- Strong leadership skills, with an ability to build and nurture high-performing teams, foster a culture of excellence, and achieve measurable results.
- Series 65 or Series 66 license required.
- 5-10+ years of experience in the financial planning industry.
- 3-5+ years of experience in a leadership or sales management role.
- CFP Preferred, but not required.
- Competitive base salary, $125-150k.
- Performance-based quarterly bonuses, potential ranging from $20K - $50K.
- Potential for future compensation opportunities, including PSOs, NQDC, and others.
- Health, Dental, and Vision Insurance.
- PTO.
- 401k w/Match.
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