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.This is aRemoteposition.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 FunctionsTeam Leadership and Performance ManagementDirectly 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 PerformanceDeliver 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 ExecutionExecute onboarding and training for new RVPs.Refine onboarding and ramp processes through continuous feedback.Support new hires in efficiently reaching productivity benchmarks.Operating CadenceLead 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 ReportingTrack 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 & QualificationsBachelor's degree (or equivalent experience) in business, finance, economics, or a related fieldMinimum of 7 years in financial servicesMinimum of 5 years in a sales leadership roleProven ability to leverage data analytics and insights to drive resultsStrong leadership and team-building skills with the ability to inspire and motivate a diverse teamSuperior verbal and written communication skillsProficiency with Microsoft Office Suite or related softwareFamiliarity with Salesforce and support organization functionalityFINRA Series 65 requiredCFP® or other planning designation preferredAbility to travel up to 15% as neededWEG 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. TheDirector, New Client Developmentrole 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 OfferingsOur 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 developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourc