Client Development Manager

We are partnering with one of our top clients in the wealth management space—a fast-growing, award-winning, fee-only firm specializing in serving corporate executives and high-performing professionals.This firm takes a fully integrated approach to wealth management, helping clients optimize every aspect of their financial lives—from compensation and benefits strategy to tax mitigation, retirement planning, and investment management. With an in-house CPA team, they deliver a highly coordinated and elevated client experience.Their philosophy is simple:No product sales. No commissions. Just objective, client-first advice—every time.They also invest deeply in their people, offering a culture centered on growth, accountability, and long-term development, and have been recognized as a Best Place to Work for Financial Advisors.What Success Looks LikeTeam consistently meets or exceeds weekly qualified prospect meeting targetsImproved conversion rates from lead to meetingClear visibility into activity, pipeline, and performance metricsProactive identification and resolution of performance gapsA culture of ownership, urgency, and resultsKey ResponsibilitiesTeam Leadership & Performance ManagementLead and coach a team of 3 Client Development SpecialistsSet expectations and drive accountability to performance standardsMonitor activity, conversion rates, and pipeline healthIdentify gaps and implement solutions quicklyOwn hiring, onboarding, and performance managementPlayer-Coach ExecutionCarry an individual quota (meetings + pipeline/AUM contribution)Prospect through calls, LinkedIn, and multi-channel outreachLead by example in activity and conversion performanceBalance leadership (~30%) and production (~70%)KPI OwnershipThis role owns the full performance engine of the team, including weekly meeting targets, activity levels, conversion rates, and overall pipeline/AUM growth. You will be responsible for building visibility into these metrics, diagnosing gaps in real time, and implementing adjustments to ensure consistent attainment of targets.Sales Strategy & OptimizationRefine outreach strategies and messagingAnalyze performance data and recommend improvementsOptimize tools (HubSpot, RingCentral, LinkedIn, etc.)Partner with Marketing on targeting and campaignsQualificationsExperience leading SDR/BDR or inside sales teamsStrong individual sales performanceAnalytical and data-driven mindsetProcess-oriented and solutions-focusedProven success in a metrics-driven environmentSeries 65 (or willingness to obtain within 6 months)What They OfferCollaborative, high-performing teamCareer growth and leadership opportunitiesAutonomy and ownershipProfessional development supportUncapped bonus potentialCompensation & BenefitsBase: $120,000 – $140,000OTE: $180,000+ (quarterly bonus tied to performance)401(k) with up to 7% year one / 10% with tenureFull benefits: medical, dental, vision, disability, lifeGenerous PTOAbout Madison Professional GroupMadison Professional Group is a specialized recruiting firm connecting top talent with leading wealth management and financial services firms.If you’re interested in learning more about this opportunity—or exploring how it aligns with your long-term goals—we welcome a confidential conversation.