Private Client Sales Manager: Lead & Grow a Team

United Legacy; Del Mar (CA); On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

Base salary

Commission

Paid time off

Medical insurance

401(k)

Job summary

United Legacy is seeking a dynamic Sales Manager to lead the Private Client department, guiding a team of Investor Relations Associates and mentoring them through a sophisticated sales pipeline. You will analyze client financial profiles and goals while partnering with Advisors to close opportunities, driving reinvestment strategies within an expanding client base.

The role emphasizes coaching, strong communication, and collaboration with processing and advisory teams, ensuring accurate client

Qualifications

• Experience in sales, sales management, client relations, investor relations, financial services, or a related field.
• Previous leadership, coaching, or team management experience preferred.
• Strong communication, relationship-building, and objection-handling skills.

Responsibilities

• Supervise, coach, and support Investor Relations Associates in San Diego and Hawaii.
• Assist the team with client objections, follow-up strategies, and sales conversations.
• Speak with prospective clients to understand their financial situation, available liquidity, investment goals, and concerns.
• Gather and organize client information before transitioning qualified opportunities to an Advisor for closing.
• Follow up with prospective clients who have expressed interest but have not yet moved forward.
• Work with Processors to identify existing clients who may have additional funds available to invest.
• Re-engage existing clients and identify potential reinvestment opportunities.
• Monitor client opportunities and ensure consistent follow-up throughout the sales pipeline.
• Partner with the Director of Private Client to improve sales processes, team performance, and conversion efforts.
• Maintain accurate client notes and activity within company systems.

Skills

Sales leadership

Client relations

Communication skills

Team coaching

Objection handling

CRM systems

Tools

CRM software

Job description

United Legacy is seeking a dynamic Sales Manager to lead the Private Client department, guiding a team of Investor Relations Associates and mentoring them through a sophisticated sales pipeline. You will analyze client financial profiles and goals while partnering with Advisors to close opportunities, driving reinvestment strategies within an expanding client base.

The role emphasizes coaching, strong communication, and collaboration with processing and advisory teams, ensuring accurate client