Associate Vice President, Sales Development

• Partner with Advisors to develop tailored business plans that align individual goals and sales objectives.
• Design and execute individualized coaching plans to enhance Advisor effectiveness across experience levelssupporting new hires emerging talent and top performers.
• Conduct recurring performance reviews with Advisors in Western offices to identify opportunities and support long term development
• Maintain progress reports on sales team members and assist the Managing Director in the execution of strategies that drive further sales development.
• Work with the Managing Director of Sales on the identification of KPIs for accurate measurement of sales team results and performance.

• Proactively identify opportunities to enhance sales and improve both internal and external resources.
• Work collaboratively with the MD and AVP of the East to refine our national Advisor onboarding program and sales training initiatives
• Contribute to the continuous improvement of internal systems and processes that enable scalable and sustainable business growth.
• Support deployment of internal systems and adoption by the sales team.

• Lead and facilitate both National and Regional Sales Meetings to drive alignment and support continued growth.
• Support the ongoing evolution of the firms sales culture fostering a collaborative performance-driven and client-focused environment.
• Drive engagement through recognition programs leaderboards and performance highlights that celebrate advisor success and cultural contributions.
• Play a key role in Advisor recruitment with an ability to leverage existing networks to identify prospective Advisors.
• Represent the firm at both internal and external industry events.

• Minimum 5 years of progressive experience in sales leadership development or coaching role within financial services / wealth management.
• Proven ability to coach mentor and motivate a high-performing sales force in a relationship-driven business.
• Exceptional facilitation and communication skills; confident leading meetings presentations and training sessions across varying seniority levels.
• Highly motivated committed self-starter who can prioritize and adapt in a complex fast paced and changing environment.
• Strong written and verbal communication skills.
• Proven ability to exercise discretion and good judgment acknowledging the need to balance improvement opportunities and the needs of the business.
• Ability to travel as required.
• Completion of industry related certifications/designations is an asset.

Required Experience:

Exec