Affluent Head of National Sales

About This Role

This leadership role involves setting the vision, strategic direction, and overall effectiveness for the national Affluent sales organization. It provides enterprise leadership and accountability for defining, scaling, and governing sales strategies to ensure they are consistent, sustainable, and aligned with firmwide growth objectives. The position is accountable for driving advisor productivity, advancing sales excellence, and delivering measurable outcomes across the national footprint.

Responsibilities

• Establish and scale the Advanced Practice Model across the national Affluent sales organization
• Drive fee-based sales growth and other key strategic initiatives to increase advisor productivity and client outcomes
• Lead the implementation and ongoing execution of the Practice Excellence Framework to ensure consistent sales excellence across regions
• Design, structure, and scale a national new hire program in close partnership with Training and Global Learning & Development
• Upskill and institutionalize the Regional Development Manager role across regions to strengthen coaching effectiveness and sales leadership
• Accountable for the leadership, design and oversight of Affluent’s licensed banker program
• Implement and oversee a national client acquisition training program to build repeatable growth capabilities
• Create and own any national sales initiatives and partner with respective lines of business
• Lead and sponsor an advisory council to management, serving as a strategic conduit between field leadership and senior management (current field feedback form)

Requirements

• Extensive experience leading large-scale sales, revenue, or distribution organizations within wealth management, financial services, or a related advisory-based business
• Demonstrated success designing and scaling national sales programs, frameworks, and capabilities across multiple regions
• Proven ability to drive advisor productivity, fee-based revenue growth, and consistent sales execution through structured enablement and performance management
• Strong executive leadership presence with the ability to influence and align senior leaders, field leadership, and enterprise partners
• Deep understanding of advisor-led sales models, client acquisition strategies, and practice management concepts
• Experience partnering across Training, Learning & Development, Product, Operations, Risk, and Compliance to deliver scalable outcomes
• Excellent strategic, analytical, and problem-solving skills, with the ability to translate strategy into measurable results
• Exceptional written and verbal communication skills

Benefits

• Healthcare (medical, dental, vision)