Director, Direct Client Development

Job Summary

Responsible for providing leadership to the Direct Client Development team. Motivate and encourage client development team members to ensure targets are met. Review and analyze sales and operational records and reports. Partner with the leadership team to create and execute a strategic sales plan that expands our client base. Recruit sales team members, set objectives, train and coach them and monitor their performance.

Essential Job Functions

• Partner with Client Development Leadership to design and execute strategies that drive new client growth.
• Lead, coach, and develop Regional Vice Presidents (RVPs), including onboarding and training, to drive strong performance, accountability, and long‑term growth while reinforcing sales management best practices.
• Establish clear individual and team goals aligned with departmental objectives and drive consistent execution.
• Improve RVP productivity by sponsoring and leading initiatives related to sales process optimization, marketing materials, technology, and training.
• Demonstrate high energy and influence to motivate teams and drive sustained goal achievement.
• Ensure adherence to company performance standards, policies, and procedures while maintaining high client service and satisfaction standards.
• Bring a strong growth mindset with the ability to think strategically, leverage data, take ownership, and consistently exceed expectations.
• Perform other duties and projects as assigned by management.

Knowledge, Skills, and Abilities

• Bachelor's degree or equivalent experience. Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
• 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.