Sales Manager

About the Role

A high-growth financial advisory startup backed by a private equity firm is building a world-class sales organization in Philadelphia. The firm helps financial advisors optimize client outcomes through structured notes and derivatives expertise. As they scale, they are seeking a true coach to lead and develop their on-site sales team.

The Role

This is a Sales Manager position focused entirely on coaching, process, and team development. It is not an individual contributor or player-coach role. You will manage a team of 5 salespeople and dialers, build structure, and create a high-performing, accountable culture.

What You’ll Do

• Lead, coach, and develop a growing 5 person sales team

• Run daily standups, coaching sessions, and performance reviews

• Implement scalable processes, KPIs, SOPs, and accountability systems

• Ensure activity levels are met (calls, meetings, follow-ups, pipeline hygiene)

• Train dialers to become consistent appointment-setters

• Improve forecasting accuracy, follow-up consistency, and workflow efficiency

• Partner with leadership to build the sales playbook as the team scales from 5 to 50

• You’re a Fit If You Have

• 2–3 years of experience managing a 5 person sales team

• Background in financial services (specific product experience not required; full training provided)

• A coaching-first leadership style—focused on development, not ego

• Strong process orientation and experience building KPIs/structure

• Ability to motivate, develop, and hold teams accountable

• MAP (Management Action Programs) training or certification — huge plus

• Values

• Trust & Integrity: Client interests come first

• Service & Expertise: Complex financial products made simple

• Innovation & Learning: AI-forward, process-driven culture