Associate Vice President, Channel (San Francisco, CA)
Core
Sales operations and capacity enablement role supporting Regional Vice Presidents to increase conversion and improve prospect experience.
Role type
Sales Operations Associate Vice President
Builds
Sales execution support, pipeline management, and new client onboarding processes
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Salesforce proficiency, pipeline management, data accuracy, prospect routing, proposal coordination, email support, time management, Microsoft Office suite
Preferred skills
Financial services experience, process-driven approach, strong communication, analytical skills, independent work, travel flexibility
Technologies
Salesforce, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Responsibilities
Maintain Salesforce hygiene and data accuracy; manage pipeline upkeep and administrative follow-up; 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
Seniority
Mid-Senior, hands-on IC
