Head of Sales

SageSpring Wealth Partners; Franklin (TN); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Paid Vacation

Job summary

SageSpring Wealth Partners is seeking a Head of Sales in Franklin, TN to lead the advisor organization, focusing on growth and retention.

The ideal candidate will have over 10 years of leadership experience in wealth management, and a strong ability to develop and motivate teams. You'll oversee strategic initiatives, building a strong sales culture, and ensure advisors receive necessary support.

Benefits include health insurance, 401(k), and paid vacation, emphasizing the firm's commitment to employee well-being.

Qualifications

• 10+ years of leadership experience in wealth management or advisor development.
• Proven success in leading sales or business growth initiatives.
• Demonstrated ability to lead high-performing teams.

Responsibilities

• Provide leadership for the Advisor Development organization.
• Build a strong sales culture supporting advisor retention.
• Lead mentor and training programs for advisor development.

Skills

Leadership experience in wealth management

Strong communication skills

Advisor business models knowledge

Team building ability

Detail-oriented and proactive

Education

Bachelor's degree

Series 65 or equivalent licensing

CFP certification

Tools

Microsoft Office

Excel

Job description

Head of Sales – Overview

Responsible for overall growth, retention, and success of SageSpring Wealth Partners' advisor organization. Provides strategic leadership for advisor development, sales culture, business growth initiatives, and advisor engagement while ensuring alignment between advisors and firm leadership. Leads the Advisor Development team and reports to the Managing Partner.

Key Responsibilities

• Provide Leadership, Management, and Accountability for the Advisor Development organization.


• Build and maintain a strong, motivated sales culture that supports advisor retention and firm-wide growth objectives.


• Lead advisor development initiatives, mentorship programs, training, coaching, and performance management efforts.


• Develop leaders within the Advisor Development team and ensure advisors receive appropriate support based on their phase of growth.


• Establish and oversee the firm's advisor growth and practice management strategy.


• Drive advisor success initiatives focused on organic growth, business development, scalability, and long-term advisor success.


• Monitor advisor performance trends and identify opportunities to improve advisor outcomes across the firm.


• Partner with Marketing to maximize lead generation effectiveness and marketing ROI.


• Oversee advisor-facing growth initiatives, sponsorships, referral programs, and strategic partnerships.


• Provide strategic leadership for advisor retreats, summits, incentive trips, and development events.


• Serve as the primary conduit between firm leadership and advisors.


• Ensure advisors receive timely communication regarding firm initiatives and strategic priorities.


• Gather advisor feedback and communicate field insights to leadership to improve organizational alignment and advisor experience.


• Oversee advisor-facing investment resources, including strategic relationships with key partners.


• Provide leadership for Investment Specialists and related advisor support resources.


• Own sales management reporting, advisor development analytics, and key performance metrics.


• Manage advisor development vendors, sponsors, and strategic partner relationships.

Key Performance Indicators

• Advisor retention and satisfaction


• Advisor production growth


• Firm organic growth


• Net new assets under management


• Advisor engagement and participation


• Advisor development program effectiveness


• Mentor program outcomes


• Lead conversion and marketing ROI


• Sales culture and organizational health metrics


• Strategic initiative implementation


• Advisor Success Manager and Practice Manager team performance


• Advisor event participation and effectiveness

Required Qualifications

• 10+ years of leadership experience within wealth management, an independent RIA, or advisor development environment.


• Proven success leading sales, advisor development, practice management, or business growth initiatives.


• Strong understanding of advisor business models, organic growth strategies, and practice management.


• Demonstrated ability to build and lead high-performing teams.


• Exceptional leadership, communication, and relationship management skills.


• Bachelor's degree, Series 65 or equivalent licensing, CFP required.


• Intermediate Microsoft Office and Excel skills.


• Strong work ethic and a quick learner.


• Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm.


• Ability to multi-task while maintaining accuracy.


• Able to work independently, as well as collaboratively with others.


• Able to work on-site in Franklin, TN.

Physical Demands

• Ability to work in a traditional professional office setting.


• Prolonged periods of sitting at a desk and working on a computer.


• Advanced computer skills and ability to effectively operate computer equipment, software systems, and databases.


• Work schedule may vary and is determined by project schedules.


• Ability to efficiently operate all job-related office equipment.


• Ability to communicate via telephone, computer, and work in virtual teams.


• Must be able to lift up to 15 pounds at a time.


• Ability to travel using a personal vehicle to other office locations as needed.

Benefits

• Health Insurance, Dental, Vision, 401(k), Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.

Equal Opportunity Employer

SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.