Future Client Development Manager

The Future Client Development Manager leads, coaches, and develops a high-performing inside sales team focused on driving organic growth through prospective client engagement, lead qualification, and conversion. This hands-on sales leader oversees the day-to-day performance of the team, ensuring timely and professional engagement with prospective clients before connecting them with financial advisors. The role involves establishing clear performance expectations, implementing strategies to improve conversion, and fostering a culture of accountability and continuous improvement.