Reference Number: HRJ7846
Location: Remote

Judson Group is proud to partner with a leading RIA with a national footprint in the search for a dynamic Director – Client Development and Sales Leadership – a strategic sales leader ready to build, scale, and elevate a high-performing inside sales function.

This is a pivotal leadership role responsible for driving lead qualification, accelerating pipeline conversion, and fueling revenue growth. Reporting to the Chief Growth Officer, you will lead and inspire a team of Business Development Representatives and senior inside sellers who quarterback the close. You’ll serve as the connective tissue between Marketing, Client Development, and Wealth Advisory – ensuring the right prospects meet the right advisors at exactly the right time.

If you thrive on turning data into strategy, coaching teams to peak performance, and building scalable sales engines – this role is built for you.

Why You’ll Love This Role:

• You’ll directly shape revenue strategy and partner closely with executive leadership.
• This is an opportunity to refine and elevate an already strong foundation into a best-in-class inside sales engine.
• Work at the center of Growth, Marketing, and Advisory—driving alignment and results.
• Join a firm committed to data-driven decision-making, continuous improvement, and professional development.
• Develop rising sales talent while leaving your mark on a growing, sophisticated RIA platform.

What You’ll Be Doing:

• Own the full lead-to-close lifecycle across direct and affiliate marketing channels.
• Manage, coach, and grow a team of sales leaders.
• Establish clear performance expectations, accountability, and career development pathways.
• Design and refine multi-touch, multi-channel outreach programs to convert marketing-driven leads.
• Monitor and optimize outreach cadences, messaging, discovery conversations, and pitch tactics.
• Maintain and leverage performance dashboards to ensure disciplined, data-driven pipeline management.
• Collaborate with senior leadership to set sales targets, allocate budget, and refine channel strategy (digital, referral platforms, events, etc.).
• Work closely with the Wealth Advisory team to create seamless handoffs and winning sales motions.
• Collaborate with Marketing to identify priority audiences, sharpen messaging, and build scalable playbooks and scripts.
• Implement and optimize CRM and sales enablement tools (Salesforce, HubSpot, Gong, Outreach, etc.) to maximize productivity and transparency.
• Test new outreach methods and pitch strategies.
• Analyze performance data to uncover insights and drive enhancements.
• Foster a culture of learning, coaching, and performance excellence.

What We’re Looking For:

• 10+ years of sales leadership experience, ideally within financial services, wealth management, or fintech.
• Bachelor’s degree required; advanced degree a plus.
• Proven success leading and scaling inside sales teams; field sales leadership experience is a plus.
• Demonstrated ability to build repeatable sales processes and optimize conversion funnels.
• Strong analytical mindset with deep experience leveraging CRM and sales automation tools.
• Track record of successful partnership with marketing teams on integrated go-to-market initiatives.
• Exceptional leadership and coaching skills—able to motivate high-performance teams.
• Strategic thinker with the operational discipline to execute in a fast-paced growth environment.

Compensation & Benefits:

• Very strong base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7846
Location: Remote