Business Development Desk Manager

📋 Description

• Lead, coach, and develop Onboarding Specialists to drive assets and expand client relationships.
• Oversee pipelines, ensure compliance with RegBI and telemarketing rules, and coach the sales
• Collaborate with product, compliance, legal, and external providers to evolve the Desk offering.
• Drive cross-functional improvements to workflows and customer experience.
• Monitor performance using data, coaching, and process optimization to scale impact.
• Support escalation management and complex customer situations with guidance.

🎯 Requirements

• 5+ years in sales coaching/leadership or related financial services roles.
• Ability to guide agents through the sales process and develop consultative asset growth.
• Experience with sales coaching and supervision/oversight.
• Proven track record in asset consolidation and increasing client engagement with financial products.
• Customer-first mindset while adhering to regulatory requirements.
• Able to thrive in a dynamic environment and leverage AI tools to boost productivity.

🎁 Benefits

• Base pay range plus bonus opportunities, equity, and benefits.
• Total rewards vary by region and entity; comprehensive benefits information available in Total