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Head of Sales

SageSpring Wealth Partners

Franklin, TN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

JOB SUMMARY:
The Head of Sales is responsible for the overall growth, retention, and success of SageSpring Wealth Partners' advisor organization. This role provides strategic leadership for advisor development, sales culture, business growth initiatives, and advisor engagement while ensuring alignment between advisors and firm leadership.
The Head of Sales leads the Advisor Development team, including Advisor Success Managers, Practice Managers, and Investment Specialists, and is accountable for building scalable programs, resources, and processes that support advisor success across all phases of development. This role serves as a key member of the leadership team and is responsible for fostering a high-performance culture that drives organic growth, advisor satisfaction, and long-term firm success. The Head of Sales will report to the Managing Partner of SageSpring Wealth Partners
JOB DUTIES AND RESPONSIBILITIES:
Leadership amp; Advisor Development
  • Provide Leadership, Management, and Accountability (LMA) for the Advisor Development organization.
  • Build and maintain a strong, motivated sales culture that supports advisor retention and firm-wide growth objectives.
  • Lead advisor development initiatives, mentorship programs, training, coaching, and performance management efforts.
  • Develop leaders within the Advisor Development team and ensure advisors receive appropriate support based on their phase of growth.
Growth Strategy amp; Practice Management
  • Establish and oversee the firm's advisor growth and practice management strategy.
  • Drive advisor success initiatives focused on organic growth, business development, scalability, and long-term advisor success.
  • Monitor advisor performance trends and identify opportunities to improve advisor outcomes across the firm.
Marketing, Events amp; Business Development
  • Partner with Marketing to maximize lead generation effectiveness and marketing ROI.
  • Oversee advisor-facing growth initiatives, sponsorships, referral programs, and strategic partnerships.
  • Provide strategic leadership for advisor retreats, summits, incentive trips, and development events.
Communication amp; Advisor Experience
  • Serve as the primary conduit between firm leadership and advisors.
  • Ensure advisors receive timely communication regarding firm initiatives and strategic priorities.
  • Gather advisor feedback and communicate field insights to leadership to improve organizational alignment and advisor experience.
Investments, Partnerships amp; Analytics
  • Oversee advisor-facing investment resources, including strategic relationships with key partners such as Dynasty Financial Partners.
  • Provide leadership for Investment Specialists and related advisor support resources.
  • Own sales management reporting, advisor development analytics, and key performance metrics.
  • Manage advisor development vendors, sponsors, and strategic partner relationships.
KEY PERFORMANCE INDICATORS:
  • Advisor retention and satisfaction
  • Advisor production growth
  • Firm organic growth
  • Net new assets under management
  • Advisor engagement and participation
  • Advisor development program effectiveness
  • Mentor program outcomes
  • Lead conversion and marketing ROI
  • Sales culture and organizational health metrics
  • Strategic initiative implementation
  • Advisor Success Manager and Practice Manager team performance
  • Advisor event participation and effectiveness
REQUIRED QUALIFICATIONS:
  • 10+ years of leadership experience within wealth management, an independent RIA, or advisor development environment.
  • Proven success leading sales, advisor development, practice management, or business growth initiatives.
  • Strong understanding of advisor business models, organic growth strategies, and practice management.
  • Demonstrated ability to build and lead high-performing teams.
  • Exceptional leadership, communication, and relationship management skills.
  • Bachelor's degree, Series 65 or equivalent licensing, CFP required.
  • Intermediate Microsoft Office and Excel skills
  • Strong work ethic and a quick learner
  • Detail-oriented, proactive, and able to thrive in a fast-paced, growing firm
  • Ability to multi-task while maintaining accuracy
  • Able to work independently, as well as collaboratively with others.
  • Able to work on-site in Franklin, TN
PHYSICAL DEMANDS:
  • Ability to work in a traditional professional office setting
  • Prolonged periods of sitting at a desk and working on a computer
  • Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
  • Work schedule may vary and is determined by project schedules
  • Ability to efficiently operate all job-related office equipment
  • Ability to communicate via telephone, computer and work in virtual teams
  • Must be able to lift up to 15 pounds at a time
  • Ability to travel using personal vehicle to other office locations as needed
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About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards amp; Culture:
  • Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
  • #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
  • Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
  • Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
  • High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
  • Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
  • Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position.
Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.
SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

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