Director of Advisor Sales & Growth (Hybrid)

Fiat Wealth Management, LLC; Wayzata (MN); Hybrid; USD 140.000 - 230.000; Vollzeit

Benefits dieser Stelle

Base salary plus incentive-based pay

401(k) with company profit sharing

Health reimbursement benefits

Company-provided technology

Results-based time-off policy

Professional development and coaching

Zusammenfassung

Fiat Wealth Management is seeking a Director of Sales to lead and scale our advisor sales team. The role centers on people and performance, requiring deep understanding of Fiat's planning, sales, and servicing processes.

You will build trust with the advisor team and translate that into measurable improvements in performance, retention, and satisfaction. You will act as the internal leader and mentor for Fiat's sales advisors, collaborating with the servicing team to shape the client journey

Qualifikationen

• Proven sales leadership experience, ideally within financial services, wealth management, or a related advisory field.
• Track record of coaching and developing a team toward measurable performance goals.
• Strong understanding of client retention strategy and the client lifecycle.

Aufgaben

• Onboarding & Process Mastery (First 90 Days): Learn Fiat's planning, sales, and servicing process end-to-end by shadowing advisors in client and prospect meetings and attending workshops and educational events.
• Performance Framework: Build out a framework for improving advisor KPIs and performance.
• Sales Team Leadership: Serve as the lead of the sales team, owning growth, development, performance, and sales outcomes.
• Coaching & Mentorship: Guide, mentor, and help sales advisors meet and exceed established objectives.
• Performance Reporting: Monitor and report on advisor KPIs and overall sales team performance.
• Client Retention & Service Strategy: Mold and fine-tune the post-sales client service offering in partnership with the servicing advisor team.
• Cross-Functional Collaboration: Partner closely with servicing advisors on the end-to-end client experience, and coordinate with firm leadership on advisor development plans and performance reviews.

Jobbeschreibung

Fiat Wealth Management is seeking a Director of Sales to lead and scale our advisor sales team. The role centers on people and performance, requiring deep understanding of Fiat's planning, sales, and servicing processes.

You will build trust with the advisor team and translate that into measurable improvements in performance, retention, and satisfaction. You will act as the internal leader and mentor for Fiat's sales advisors, collaborating with the servicing team to shape the client journey