Advisor Success Manager

SageSpring Wealth Partners is seeking a senior sales leader to serve as the Advisor Success Manager, a newly created role responsible for accelerating advisor productivity, advancing advisors through defined growth phases, and driving consistent, firm-wide revenue growth.

This role sits at the intersection of sales leadership, advisor coaching, performance management, and internal consulting. The Advisor Success Manager will bring structure, accountability, and visibility to advisor business development efforts while serving as the primary day-to-day partner for advisors across the firm. By owning advisor performance and problem-solving, this role increases leadership capacity and ensures advisors remain aligned, supported, and focused on growth.

Key Objectives of the Role

• Shorten the runway to profitability for early-stage advisors
• Improve advisor activity, conversion, and revenue consistency
• Advance advisors through defined growth phases within established timelines
• Establish disciplined sales processes, reporting, and accountability
• Strengthen advisor engagement, satisfaction, and retention
• Reduce leadership involvement in day-to-day advisor issues
• Management of lead generation programs and distribution

JOB DUTIES AND RESPONSIBILITIES:

Advisor Performance & Growth Management

• Lead and manage Phase 1 and Phase 2 advisors, holding them accountable to defined activity, production, and revenue standards
• Drive advisors through the firm’s phased growth model (Phase 1 → Phase 4) within defined timelines
• Observe advisors in prospect and client meetings to assess performance and provide targeted coaching
• Set individual and team growth objectives and ensure consistent progress toward goals

Sales Process, Pipeline & Metrics

• Build, implement, and enforce a consistent firm-wide sales process
• Own visibility into the full sales funnel through reporting, dashboards, and performance metrics
• Improve lead qualification, follow-up discipline, and conversion rates across inbound, referral, and marketing-generated leads
• Maximize marketing ROI by ensuring no lead is lost or underutilized

Training, Coaching & Mentorship

• Deliver ongoing training, feedback, and performance management to elevate advisor effectiveness
• Own the mentorship experience and ensure advisors are trained to the firm’s standards and approach
• Build a strong, motivated sales culture focused on accountability, results, and continuous improvement

Senior Advisor Partnership (Phases 3 & 4)

• Act as a strategic partner and primary point of contact for sophisticated advisors and their teams
• Remove obstacles, align resources, and support continued growth and scalability
• Provide high-touch business consulting that enhances advisor efficiency and long-term success

Advisor Experience, Retention & Internal Alignment

• Serve as the central liaison between advisors and leadership
• Absorb day-to-day advisor questions and challenges, reducing escalations to leadership
• Communicate firm initiatives clearly and consistently to advisors
• Provide leadership with meaningful feedback and insights from the field

Hiring & Team Development

• Participate in screening, interviewing, and hiring of advisors
• Help scale the advisor organization while maintaining performance and cultural standards

Leadership & Professional Expectations

• Meet or exceed quarterly and annual sales performance goals across SageSpring’s platforms
• Demonstrate urgency and focus around results, asset growth, and retention
• Make timely, high-quality decisions using sound judgment and data
• Maintain strict adherence to compliance, risk management, and ethical standards
• Build strong relationships across the firm and foster a collaborative, results-driven culture
• Maintain a long-term, strategic perspective while executing effectively day-to-day

REQUIRED QUALIFICATIONS:

• 7+ years of proven sales leadership or sales management experience
• Experience managing and developing advisors at varying stages of growth, including senior wealth advisors
• Strong understanding of financial services sales environments, CRM systems, fintech platforms, and custodial relationships
• Highly organized, analytical, and metrics-driven
• Confident, polished communicator with the presence to lead and influence experienced professionals
• Independent, proactive, and comfortable operating with minimal oversight
• CFP® or other relevant industry designation preferred
• Bachelor’s degree required

PHYSICAL DEMANDS:

• Ability to work in a traditional professional office setting or remote equivalent
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed
• S-----

About SageSpring:

This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Rewards & Culture:

• Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
• Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
• Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
• High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
• Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position.

Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.

SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

Competitive compensation will be offered. Details will be discussed at the appropriate time with interested, qualified candidates.