Associate Vice President, Channel (San Francisco, CA, Denver, CO, Phoenix, AZ, Atlanta,GA))
Core
Sales operations and capacity enablement role supporting Regional Vice Presidents to increase conversion and improve prospect experience.
Role type
Associate Vice President, Channel (Sales Operations)
Builds
Sales execution support, pipeline management, and new client onboarding processes for financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Salesforce proficiency, data accuracy, pipeline management, prospect data organization, proposal coordination, email support, time management, Microsoft Office suite
Preferred skills
Financial services experience, process-driven approach, strong communication, detail orientation, travel flexibility
Responsibilities
Maintain Salesforce hygiene and data accuracy, manage pipeline upkeep, support advisor match and routing, serve as backup for inbound calls, coordinate Financial Planning Group proposal requests, manage wholesaling and FC-facing email support, protect speed-to-lead, support branch events and follow-up, collect and organize prospect data for onboarding.